Mac Adams Wealth Advisors, LLC is an adviser based in Dallas. It manages $35.07 million of regulatory assets for 315 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.
Mac Adams Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mac Adams Wealth Advisors, LLC is $35.07 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mac Adams Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mac Adams Wealth Advisors, LLC performs its advisory services is located at 12770 Coit Road, Dallas, TX 75251, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-273-3630 or by fax 214-273-3636. The normal business hours are 8 am to 5 pm m-f on Monday - Friday.