Adamsbrown Wealth Consultants LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$970M

87% of AUM

Avg account

$223K

Accounts

5,018

Employees

Advisory reps

Firm details

Headquarters: Wichita, Kansas
CRD number: 308410
Registered since: May 7, 2020
Website: www.adamsbrownwc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.66%
Individuals29.28%
Pension & Profit Sharing Plans14%
Corporations / Businesses2.49%
Charitable Organizations0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Adamsbrown Wealth Consultants LLC is an independent registered investment adviser that registered with the SEC in 2020. The firm operates as a domestic limited liability company and functions as a capital allocator, blending its own portfolio management with selections of outside managers. Its client base spans individuals and families as well as institutional clients. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements, and the firm lists core advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Industry affiliations noted in its materials include relationships with a trust company and an accounting firm. The firm does not describe itself as an active ESG investor.