Adams Wealth Advisors Revenue

Financial Services • Logan, Utah, United States • 21-50 Employees

Adams Wealth Advisors revenue & valuation

Annual revenue	$2,481,095
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,000,000
Total funding	No funding

Key Contacts at Adams Wealth Advisors

Karly Rizzo

Managing Director - Corporate Strategy; Chief Implementation Officer

David Kastner

Managing Director | Wealth Management

Company overview

Headquarters	701 S Main, Suite #400, Logan, Utah 84321, US
Phone number	+14357521702
Websites	adamswealthadvisors.com adams-wealth.com
NAICS	52
SIC	628
Founded	2012
Employees	21-50
Socials

Adams Wealth Advisors Email Formats

Adams Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@adams-wealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@adams-wealth.com	100%

About Adams Wealth Advisors

Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. We take pride in running a clean, client-centered business. The hybrid business model allows us to go one step further in providing quality service for our clients. At Adams Wealth Advisors, clients receive a level of transparency they are not accustomed to experiencing at other firms. Our clients are provided with a thorough understanding of the investment process and are able to access all of the decisions made with their portfolio. By working with the professionals on your team, you are presented with comprehensive overview of your complete financial picture. To learn more about working with us at Adams Wealth Advisors, or for a list of states in which we are registered to do business, please visit www.adamswealthadvisors.com.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Senior

Employees by Department

Adams Wealth Advisors has 21 employees across 6 departments.

Departments

Number of employees

Funding Data

Adams Wealth Advisors has never raised funding before.

Adams Wealth Advisors Tech Stack

Discover the technologies and tools that power Adams Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Site Kit

Analytics

PWA

Miscellaneous

Google Maps

Maps

Wistia

Video players

Twitter Emoji

Font scripts

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Yoast SEO

SEO

Frequently asked questions

Adams Wealth Advisors is located in Logan, Utah, US.

You can reach Adams Wealth Advisors at +14357521702.

Adams Wealth Advisors generates an estimated annual revenue of $2,481,095. This revenue figure reflects the company's market position and business performance in its industry.

Adams Wealth Advisors has an estimated valuation of $8,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Adams Wealth Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Adams Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Adams Wealth Advisors

Karly Rizzo

Managing Director - Corporate Strategy; Chief Implementation Officer

David Kastner

Managing Director | Wealth Management

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