Mac Adams Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,279,042
Total clients
68
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$592,339
About
Mac Adams Wealth Advisors, LLC is a Texas-registered investment adviser that provides personalized financial planning, portfolio and asset management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm also offers retirement plan consulting, estate-planning advice, and ongoing oversight of annuity subaccounts.
MWA sponsors two Asset Management Programs (AMP I & II), with AMP II operated as a wrap-fee program, and may recommend third‑party managers when specialized expertise is needed, performing due diligence and periodic monitoring of those managers. Its investment process is built around individualized financial plans and a fiduciary standard, with attention to tax and cost minimization and use of a broad toolkit that can include ETFs, income strategies, option writing, hedging, margin transactions and alternative investments.
Compared with many independent advisers, MWA is notable for combining retail client services with program-level offerings: it sponsors a wrap-fee program, provides insurance/annuity selection and monitoring, and serves employer-sponsored retirement plans and other institutional or business clients. The firm provides continuous online account access and regular portfolio reviews while maintaining oversight of third‑party managers and program relationships.
Client services
Financial planning
Portfolio management
Retirement plan consulting
Expertise
Annuities
Options & derivatives strategies
Fee options
Financial planning fees generally range between $500 and $5,000
0.00% to 2.00% annually (range for MWA Asset Management Program I & II)
$50 to $500 per hour, negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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