Adams Wealth Advisors
Asset Manager SEC-registered adviser
Legal name: Adams Wealth Management LLC
AUM
$565.8M
Regulatory AUM
Private funds
12
Venture Capital 9 · Hedge Fund 2 · Real Estate 1
Private fund assets
$74.7M
Gross asset value
Employees
18
Last Form D raise
Sep 2022
Most recent fund filing
From SEC Form ADV filing (filed Aug 13, 2026). View on SEC
People(8)
Owners and executive officers named on the firm's SEC Form ADV.
D
D
E
M
P
S
T
Funds(10)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Aim Ventura Co-Invest I, LLC Fund Class - G1 | Venture Capital | $8.0M | $14.9M | 88 | Sep 2022 | Cold |
| Aim Ventura Co-Invest I, LLC Fund Class - G2 | Venture Capital | $2.7M | $14.9M | 88 | Sep 2022 | Cold |
| Aim Ventura Co-Invest I, LLC Fund Class - C1 | Venture Capital | $521K | $14.9M | 88 | Sep 2022 | Cold |
| Aim Ventura Co-Invest I, LLC Fund Class - H1 | Venture Capital | $259K | $14.9M | 88 | Sep 2022 | Cold |
| Aim Ventura Co-Invest I, LLC Fund Class - H2 | Venture Capital | $54K | $14.9M | 88 | Sep 2022 | Cold |
| Aim Ventura Co-Invest II, LLC Fund Class - G2 | Venture Capital | $3.5M | $300K | 2 | Mar 2022 | Cold |
| Aim Ventura Co-Invest II, LLC Fund Class - C1 | Venture Capital | $149K | $300K | 2 | Mar 2022 | Cold |
| Aim Ventura Co-Invest II, LLC Fund Class - H2 | Venture Capital | $18K | $300K | 2 | Mar 2022 | Cold |
| Aim Ventura Capital Fund, LLC | Venture Capital | $32.3M | $23.3M | 100 | Sep 2020 | Cold |
| Aim Real Asset Opportunities Fund, LLC | Real Estate | $4.6M | $6.1M | 49 | Sep 2020 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 286087
- SEC file number
- 801-110862
- CIK
- 1803084
Sources
- SEC Form ADV Oct 14, 2026