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advisor

Riley Crosbie

Adams Wealth Advisors

701 S Main
Suite 400

Logan, UT 84321

4357521702

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About Adams Wealth Advisors

Adams Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning and investment strategies to individuals, families, and businesses. Since its founding in 2012 by Craig Adams, the firm has been built on a foundation of transparency, collaboration, and a client-first approach. With offices in Logan and St. George, Utah, Adams Wealth Advisors combines local expertise with a global perspective to deliver comprehensive financial solutions tailored to each client's unique goals.

At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER practitioners (CFPs®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies.

We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios.

What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams.

Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region.

At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first.

Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

10-19

automated call

Yes

CRD#

6538869

Firm CRD#

286087

Name of Custodial Firm

Fidelity, Schwab, etc.

States Licensed in

UT, TX, AZ, CA, CO, FL, ID, MO, OR

Years of Experience in Financial Services

10

Number of Years with Current Firm

10

Work Experience

President - Wealth Advisor | Adams Wealth Advisors
April 2022 - Present | Logan, UT
As President, Riley leads the strategic direction of Adams Wealth Advisors, overseeing a team of highly accredited professionals dedicated to delivering personalized, comprehensive wealth management services. He focuses on fostering client relationships, driving business growth, and maintaining the firm's commitment to excellence in financial planning.



Managing Director - Wealth Management |Adams Wealth Advisors
January 2022 - April 2022
In this role, Riley provided leadership and strategic oversight for the firm's wealth management operations. He worked closely with clients and the advisory team to develop tailored financial plans and ensure a seamless client experience.



Senior Advisor | Adams Wealth Advisors
January 2019 - January 2022 | Logan, UT
As a Senior Advisor, Riley delivered expert financial guidance to high-net-worth individuals and families. His work included developing long-term strategies, investment plans, and comprehensive retirement solutions to meet clients' unique needs.



Director of Financial Planning | Adams Wealth Advisors
January 2017 - January 2019 | Logan, UT
Riley led the firm's financial planning department, overseeing the creation and implementation of client-centric financial strategies. He ensured that each plan addressed investment, tax, and estate planning needs.

Work with the following types of clients

Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors

Foreign Languages Serviced

Portugese

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CPA, NSSA®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

600

Firm's Number of Planning Clients

600

Firm's Number of Managed Clients

600

Assets Managed by Firm

$590,000,000

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

200

Assets Managed by Advisor

$300,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

2.0

Education

Bachelor's Degree - Accounting

Utah State University
09/03/2012 -06/02/2014

Masters of Accounting, Emphasis Personal Financial Planning - Accounting, Financial Planning

Utah State University
09/01/2014 -06/01/2015

Disclosures

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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892190/rothira-Adams-Wealth-Advisors-detailed-disclosure.html

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