Adams Wealth Management Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 286087
· SEC file 801-110862
· Logan, UT
· twitter.com
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ADV data as of Jul 07, 2026
- Regulatory AUM
- $566M
- Discretionary
- $566M
- Clients
- 703
- Avg AUM / client
- $805K
- Accounts
- 2,506
- Employees
- 18
AUM over time
$0
$709M
Jun 2017
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 557 | $141M | 24.8% |
| High net worth individuals | 134 | $345M | 60.9% |
| Pooled investment vehicles (non-investment companies) | 6 | $74.1M | 13.1% |
| Pension and profit sharing plans | 1 | $172K | 0.03% |
| Charitable organizations | 2 | $1.8M | 0.31% |
| Corporations and other businesses | 3 | $4.6M | 0.82% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $120M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aim Defined Investment Fund, Llc | Hedge Fund | Delaware | $46.2M | 65 |
| Aim Ventura Capital Fund, Llc | Venture Capital Fund | Delaware | $31.5M | 95 |
| Fairway Investment Fund | Hedge Fund | Delaware | $20.2M | 20 |
| Aim Ventura Co Invest I Fund, Llc Class G1 | Venture Capital Fund | Delaware | $5.4M | 49 |
| Aim Real Asset Opportunities Fund, Llc | Real Estate Fund | Delaware | $5.4M | 44 |
| Aim Opportunity Zone Fund Vii Llc | Real Estate Fund | Delaware | $3.7M | 5 |
| Aim Ventura Co Invest Ii Fund, Llc Class G2 | Venture Capital Fund | Delaware | $3.6M | 13 |
| Aim Ventura Co Invest I Fund, Llc Class G2 | Venture Capital Fund | Delaware | $2.8M | 12 |
| Aim Ventura Co Invest I Fund, Llc Class C1 | Venture Capital Fund | Delaware | $536K | 9 |
| Aim Ventura Co Invest I Fund, Llc Class H1 | Venture Capital Fund | Delaware | $357K | 66 |
| Aim Ventura Co Invest Ii Fund, Llc Class C1 | Venture Capital Fund | Delaware | $154K | 2 |
| Aim Ventura Co Invest I Fund, Llc Class H2 | Venture Capital Fund | Delaware | $72.9K | 6 |
| Aim Ventura Co Invest Ii Fund, Llc Class H2 | Venture Capital Fund | Delaware | $24.9K | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jack's Tire & Oil Management Co., Inc. Profit Sharing Plan Jack's Tire & Oil Management Co., Inc. | 2025 | |
| L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership Plan L.W. Miller Professional Services Inc. | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Craig Adams | Managing Partner | CFP | Nov 2016 (10y) | ≈ 56.25% – 100% via Inspire Wealth Advisors, Llc |
| Patrick Cormac Murphy | Chief Investment Officer | CFA | Apr 2020 (6y) | ≈ 3.75% – 10% via Pmll, Llc |
| Riley Stevens Crosbie | President | CFP | Oct 2022 (4y) | ≈ 7.5% – 25% via Riley S. Crosbie Advisory, Llc |
| Connor Francis Murphy | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Douglas Bradley Peterson | Registered representative | CFP | Aug 2020 (6y) | |
| David Patrick Kastner | Registered representative | CFA | May 2022 (4y) | |
| Mitchell James Greene | Registered representative | CFP | Aug 2022 (4y) | |
| Robert Bruce Reay | Registered representative | CFP | Apr 2024 (2y) | |
| Trey J Farrer | Registered representative | Feb 2025 (1y) | ||
| Braydon Barlow | Registered representative | CFP | Oct 2025 (1y) | |
| Brooklyn Stevenson | Registered representative | Jan 2026 (1y) | ||
| Scott Edward Leavitt | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inspire Wealth Advisors, Llc | Limited Liability Company | Mar 2023 | A | 75% or more |
| Riley S. Crosbie Advisory, Llc | Limited Liability Company | Mar 2023 | A | 10% – 25% |
| Pmll, Llc | Limited Liability Company | Mar 2023 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Steven Craig Adams: 75% – 100% of Inspire Wealth Advisors, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Patrick Cormac Murphy: 75% – 100% of Pmll, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Riley Stevens Crosbie: 75% – 100% of Riley S. Crosbie Advisory, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $120M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aim Defined Investment Fund, Llc | Hedge Fund | $46.2M | $250K | 65 |
| Aim Ventura Capital Fund, Llc | Venture Capital Fund | $31.5M | $250K | 95 |
| Fairway Investment Fund | Hedge Fund | $20.2M | $1.0M | 20 |
| Aim Ventura Co Invest I Fund, Llc Class G1 | Venture Capital Fund | $5.4M | $50.0K | 49 |
| Aim Real Asset Opportunities Fund, Llc | Real Estate Fund | $5.4M | $250K | 44 |
| Aim Opportunity Zone Fund Vii Llc | Real Estate Fund | $3.7M | $1.0M | 5 |
| Aim Ventura Co Invest Ii Fund, Llc Class G2 | Venture Capital Fund | $3.6M | $50.0K | 13 |
| Aim Ventura Co Invest I Fund, Llc Class G2 | Venture Capital Fund | $2.8M | $50.0K | 12 |
| Aim Ventura Co Invest I Fund, Llc Class C1 | Venture Capital Fund | $536K | $50.0K | 9 |
| Aim Ventura Co Invest I Fund, Llc Class H1 | Venture Capital Fund | $357K | $50.0K | 66 |
| Aim Ventura Co Invest Ii Fund, Llc Class C1 | Venture Capital Fund | $154K | $50.0K | 2 |
| Aim Ventura Co Invest I Fund, Llc Class H2 | Venture Capital Fund | $72.9K | $50.0K | 6 |
| Aim Ventura Co Invest Ii Fund, Llc Class H2 | Venture Capital Fund | $24.9K | $50.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jack's Tire & Oil Management Co., Inc. Profit Sharing Plan | Jack's Tire & Oil Management Co., Inc. | 0 | $0 | 01/01/2025 |
| L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership Plan | L.W. Miller Professional Services Inc. | 112 | $5.9M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 3.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $334M (59% of AUM) Jul 2026
- Interactive Brokers $79.0M (14% of AUM) Jul 2026
- Charles Schwab & Co. $75.2M (13% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗