Adams Hall Wealth Advisors, LLC is a large advisory firm based in Leawood. It manages $2.29 billion of regulatory assets for 1,683 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Colorado, District of Columbia, and 5 other states.
Adams Hall Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and family office services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Adams Hall Wealth Advisors: assets under management
The assets under management (AUM) of Adams Hall Wealth Advisors, LLC is $2.29 billion. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.37 billion in discretionary accounts and $921.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $824.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.87 million.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Adams Hall Wealth Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 9 indirect owners.Based in Leawood
The principal office where Adams Hall Wealth Advisors, LLC performs its advisory services is located at 4200 West 115 Th Street, Leawood, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Tulsa, OK. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at adamshall.com.
