ADAMSBROWN WEALTH CONSULTANTS LLC

RIASEC RegisteredEst. 2020

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 organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. Founded as an SEC-registered adviser in 2020, the firm offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees) and describes primary advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and related consulting work. The firm reports it is not an active ESG investor. The firm’s client mix and service set point to a hybrid wealth- and institution-facing practice: it manages discretionary portfolios and also provides consultative services such as adviser selection and pension-related advisory among its listed activities. Adamsbrown positions public funds/mutual funds and ETFs as central building blocks while employing external managers for alternative exposure.