| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aim Defined Investment Fund, LLC | Hedge | $59.7M | $250K |
| Aim Ventura Capital Fund, LLC | Venture Capital | $32.3M | $250K |
| Fairway Investment Fund | Hedge | $20.5M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Connor Francis Murphy | Chief Compliance Officer | Under 5% | 2024 |
| Inspire Wealth Advisors, LLC Control | Limited Liability Company | Over 75% | 2023 |
| Patrick Cormac Murphy Control | Chief Investment Officer | Under 5% | 2020 |
Adams Wealth Management LLC reports $709.1 million in regulatory assets under management on its Form ADV.
Adams Wealth Management LLC manages 12 private funds with combined gross assets of $132.2 million.
Adams Wealth Management LLC reports 26 employees.
Adams Wealth Management LLC is based in Logan, UT and has been SEC-registered since 2017.
Adams Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 701 S Main, Suite #400, Logan, UT 84321 |
| Phone | (435)752-1702 |
| Fax | (435)214-4461 |
| Office hours | 9:00 a.m. - 4:30 P.M |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1803084 |
| Discloses disciplinary history | No |
| Discretionary | $709.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $709.1M |