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ADAMS WEALTH MANAGEMENT LLC, CRD 286087
LOGAN, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEVEN CRAIG ADAMS | Certified Financial Planner | LOGAN, UT | 9 | 31 | 4 | no |
| PATRICK CORMAC MURPHY | Chartered Financial Analyst | LOGAN, UT | 6 | 18 | 1 | no |
| Douglas Bradley Peterson | Certified Financial Planner | LOGAN, UT | 6 | 11 | 1 | no |
| DAVID PATRICK KASTNER | Chartered Financial Analyst | LOGAN, UT | 4 | 29 | 2 | no |
| Mitchell James Greene | Certified Financial Planner | LOGAN, UT | 4 | 10 | n/a | no |
| Robert Bruce Reay | Certified Financial Planner | LOGAN, UT | 2 | 10 | 4 | no |
| TREY J FARRER | n/a | St. George, UT | LOGAN, UT | 1 | 13 | 1 | no |
| Braydon Barlow | Certified Financial Planner | LOGAN, UT | 0 | 10 | 1 | no |
| Brooklyn Stevenson | n/a | LOGAN, UT | 0 | 11 | n/a | no |
| Scott Edward Leavitt | Certified Financial Planner | LOGAN, UT | 0 | 10 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AIM DEFINED INVESTMENT FUND, LLC | Hedge Fund | $46.2M | Jun 30, 2024 | 65 | Apr 11, 2019 | reported | 021-337157 |
| AIM VENTURA CAPITAL FUND, LLC | Venture Capital Fund | $31.5M | Jun 30, 2024 | 95 | Apr 11, 2019 | reported | 021-337154 |
| FAIRWAY INVESTMENT FUND | Hedge Fund | $20.2M | Jun 30, 2024 | 20 | Mar 28, 2023 | reported | 021-461751 |
| CERTEZA TACTICAL VOLATILITY FUND | Hedge Fund | $10.0M | Oct 14, 2020 | 1 | Aug 16, 2018 | dropped | 021-1717373 |
| AIM MULTI-STRATEGY FUND, LLC | Hedge Fund | $9.9M | Mar 6, 2020 | 27 | Apr 11, 2019 | dropped | 021-337153 |
| AIM VENTURA CO-INVEST I FUND, LLC CLASS - G1 | Venture Capital Fund | $5.4M | Jun 30, 2024 | 49 | Mar 28, 2022 | reported | 021-413646 |
| AIM REAL ASSET OPPORTUNITIES FUND, LLC | Real Estate Fund | $5.4M | Jun 30, 2024 | 44 | Apr 11, 2019 | reported | 021-337155 |
| AIM OPPORTUNITY ZONE FUND VII LLC | Real Estate Fund | $3.7M | Jun 30, 2024 | 5 | Mar 23, 2024 | reported | n/a |
| AIM VENTURA CO-INVEST II FUND, LLC CLASS - G2 | Venture Capital Fund | $3.6M | Jun 30, 2024 | 13 | Mar 28, 2023 | reported | 021-436235 |
| AIM VENTURA CO-INVEST I FUND, LLC CLASS - G2 | Venture Capital Fund | $2.8M | Jun 30, 2024 | 12 | Mar 28, 2023 | reported | 021-413646 |
| AIM VENTURA CO-INVEST I FUND, LLC CLASS - C1 | Venture Capital Fund | $535,670 | Jun 30, 2024 | 9 | Mar 28, 2023 | reported | 021-413646 |
| AIM VENTURA CO-INVEST I FUND, LLC CLASS - H1 | Venture Capital Fund | $356,980 | Jun 30, 2024 | 66 | Mar 28, 2022 | reported | 021-413646 |
| AIM VENTURA CO-INVEST II FUND, LLC CLASS - C1 | Venture Capital Fund | $154,058 | Jun 30, 2024 | 2 | Mar 28, 2023 | reported | 021-436235 |
| AIM VENTURA CO-INVEST I FUND, LLC CLASS - H2 | Venture Capital Fund | $72,937 | Jun 30, 2024 | 6 | Mar 28, 2023 | reported | 021-413646 |
| AIM VENTURA CO-INVEST II FUND, LLC CLASS - H2 | Venture Capital Fund | $24,851 | Jun 30, 2024 | 2 | Mar 28, 2023 | reported | 021-436235 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADAMS, STEVEN, CRAIG | Member | E | yes | 03/2023 | Jun 21, 2017 | Jun 30, 2024 |
| ADAMS, STEVEN, CRAIG | MANAGING PARTNER | Na | yes | 11/2016 | Jun 21, 2017 | Jun 30, 2024 |
| CROSBIE, RILEY, STEVENS | Member | E | yes | 03/2023 | Feb 26, 2018 | Jun 30, 2024 |
| CROSBIE, RILEY, STEVENS | President | Na | yes | 10/2022 | Feb 26, 2018 | Jun 30, 2024 |
| INSPIRE WEALTH ADVISORS, LLC | LIMITED LIABILITY COMPANY | E | yes | 03/2023 | Mar 28, 2023 | Jun 30, 2024 |
| MURPHY, PATRICK, CORMAC | Member | E | yes | 03/2023 | Mar 28, 2023 | Jun 30, 2024 |
| MURPHY, PATRICK, CORMAC | CHIEF INVESTMENT OFFICER | Na | yes | 04/2020 | Mar 28, 2023 | Jun 30, 2024 |
| PMLL, LLC | LIMITED LIABILITY COMPANY | A | yes | 03/2023 | Mar 28, 2023 | Jun 30, 2024 |
| RILEY S. CROSBIE ADVISORY, LLC | LIMITED LIABILITY COMPANY | B | yes | 03/2023 | Mar 28, 2023 | Jun 30, 2024 |
| Murphy, Connor, Francis | CHIEF COMPLIANCE OFFICER | Na | no | 05/2024 | May 16, 2024 | Jun 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| Cachetech | n/a | Asset manager | $547M | Y | yes | n/a |
| AIM DEFINED INVESTMENT FUND GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| AIM OPPORTUNITY ZONE FUND VII GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| AIM VENTURA CAPITAL FUND MANAGEMENT LLC | n/a | n/a | n/a | Y | yes | n/a |
| FAIRWAY FUND GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MITCHEL R MONCUR | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. GEORGE | Ut | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 15, 2026 | $566M | $566M | 18 | 11 | 1 | 12 | n/a |
| 2024 | Apr 30, 2025 | $709M | $709M | 26 | 16 | 1 | 12 | n/a |
| 2023 | Mar 23, 2024 | $603M | $603M | 25 | 15 | 1 | 13 | $120M |
| 2022 | Mar 28, 2023 | $444M | $444M | 24 | 16 | 1 | 12 | $71.9M |
| 2021 | Mar 28, 2022 | $473M | $473M | 20 | 13 | 1 | 5 | $91.6M |
| 2020 | Mar 23, 2021 | $322M | $322M | 18 | 12 | 1 | 3 | $45.2M |
| 2019 | Apr 17, 2020 | $280M | $280M | 14 | 8 | 0 | 4 | $37.0M |
| 2018 | Feb 1, 2019 | $197M | $197M | 13 | 9 | 1 | 1 | $9.5M |
| 2017 | Feb 7, 2018 | $174M | $174M | 5 | 5 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 10.0% | 0 | 0 | 0 | 4 | 7 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $566M | $709M | -20.2% | $444M | 8.4% | 18 | 26 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CORE CAPITAL WEALTH MANAGEMENT, LLC | 2 | Jan 19, 2020 | Mar 2, 2020 | LOGAN, UT | Team lift out | RIA to new firm | 33.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ALLEGIS INVESTMENT ADVISORS, LLC | 4 | Oct 2, 2017 | Oct 10, 2017 | IDAHO FALLS, ID | Team lift out | Other | 5.8% |