ADAMS WEALTH MANAGEMENT

Overview

Adams Wealth Management is a small, independent registered investment adviser serving individual and family clients with a fee model tied to assets under management. The firm’s client-facing activities center on financial planning and discretionary portfolio management for individuals and small businesses. Adams Wealth Management reports not being an active ESG investor and does not operate as a multi-state or pension consultant adviser, which points to a focused, local client base and a straightforward advisory mandate rather than institutional consulting. Investment behavior is conservative and liquidity-focused: cash and cash equivalents make up the single largest position class in client portfolios. The firm uses a custodian mix that includes Interactive Brokers LLC and Charles Schwab & Co., Inc., which supports both brokerage flexibility and access to a broad menu of mutual funds and other packaged public products. Given the firm’s structure as a single-owner independent RIA and its small asset base, portfolio construction appears to rely on third-party products and managed solutions rather than on-house capital allocation or extensive direct private-market investing.

Assets & Accounts

Investments & Alternatives

Location & Offices