Adams Wealth Collective

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website adamswealthcollective.com
Client types

Overview

Adams Wealth Collective is a Hudson Valley-based wealth-management and financial-planning practice led by founder Mariam Adams. It primarily serves first-generation Americans, LGBTQ+ individuals and families, professionals building wealth, and selected nonprofit clients. The practice develops personalized portfolios based on each client’s objectives, time horizon, financial position, and tolerance for risk. Its services include investment advice, financial planning, balance-sheet and debt analysis, retirement preparation, estate-related planning, and values-aligned investing. The practice operates primarily through virtual meetings, with in-person client hosting available in New York City. Securities, investment-advisory infrastructure, compliance support, and custody arrangements are provided through &Partners and Fidelity’s National Financial Services platform. The practice states that most of its clients are located in New York, California, Texas, and New Jersey and that it has operated remotely since 2020.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Adams Wealth Collective

Platform Details

Investment Preferences

Alternative Activity

Address

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