M
$49.7M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2008
- Office Locations
- 1
Office Locations
12770 Coit Road Suite 1226 Dallas TX
About MAC Adams Wealth Advisors, LLC
Mac Adams Wealth Advisors, LLC is a Dallas, TX RIA providing holistic financial planning and asset management, including budgeting and savings guidance plus retirement and estate planning. The firm serves retail and institutional clients, with a focus on retirees, and portfolio construction that is primarily ETF-based with some fixed income. Custody includes Schwab and LPL Financial.
Team overview
-- AVG AGE
$49.7M AVG AUM / ADVISOR
$700.2K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JANE ZAIKA MACADAMS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4528726
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,122,363 | $117,395 |
| Non-Discretionary | $4,589,653 | $88,863 |
| Total | $49,712,016 | $111,326 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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