Erin G. Ames

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CRD#: 6730049

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Erin Gerrae Ames, CFP®, who also goes by Erin Gerrae Reed, was a registered financial professional .

Erin is a previously registered financial professional and started their career in finance in 2018. Erin had worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Erin Gerrae Reed

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Proper Concrete Coatings LLC Investment Related: No Address: 55 E 2900 S, Nibley UT 84321 Nature: Seal Concrete Floors Position: Owner Start Date: 1/8/2021 Hours Per Month: 5 Hours Per Day During Trading: 0 Duties: Manage business side of company Name: Utah State University Investment Related: Yes Address: 160 Old Main Hill, Logan Utah 84322 Nature: Teaching Position: Adjunct Professor Start Date: 1/8/2021 Hours Per Month: 20 Hours Per Day During Trading: 0 Duties: Teach retirement planning class Name: Lucubrate Lab LLC / Yot Nuf LLC Investment Related: No Address: 576 S 225 E, Providence UT 84332 Nature: Rental Property Position: Owner Start Date: 10/6/2020 Hours Per Month: 5 Hours Per Day During Trading: 0 Duties: Manage Rental Property A&E Equine Transport not investment related 13460 N HWY 38 Collinston, UT 84306 Nature: Livestock Transport Your position: Investor Title: Owner Start Date: 01/2021 <5 hrs/month 0 hours during Security trading Duties: Accounting All About Puppies not investment related 1715 E 145 S Hyrum, UT 84319 Nature: Dog Boarding, Daycare, Training, Retail & Spa Your position: Investor Title: Owner Start Date: 07/2022 <5 hrs/month 0 hours during Security trading Duties: Accounting Dog Palace, LLC not investment related 1715 E 145 S Hyrum, UT 84319 Nature: Commercial Real Estate Your position: Investor Title: Owner Start Date: 07/2022 <5 hrs/month 0 hours during Security trading Duties: Accounting DoorDash not investment related 13460 N HWY 38 Collinston, UT 84306 Nature: Door Dash Driver Your position: Door Dash Driver Title: Door Dash Driver Start Date: 09/2022 <10 hrs/month 0 hours during Security trading Duties: Delivery Driver

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Past

August 9, 2018 - December 4, 2023

ADAMS WEALTH ADVISORS

RIA

CRD#: 286087

LOGAN, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADAMS WEALTH ADVISORS

ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS

CRD#: 286087 / SEC#: 801-110862

RIA

Registered Investment Advisory firm - (7/24/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/9/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 1/23/2023

National Commodity Futures Examination

Current Firm

ADAMS WEALTH ADVISORS

ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS

CRD#: 286087 / SEC#: 801-110862

RIA

Registered Investment Advisory firm - (7/24/2017 Approved)

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Contact information

Main Address

701 S Main Suite #400, Logan, UT 84321

Mailing Address

Phone number

(435) 752-1702

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMS WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	717
AUM (Assets Under Management)	$ 709,063,569

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erin G. Ames

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ADAMS WEALTH ADVISORS

Primary Firm SEC Registration

ADAMS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2018

Series 3

Date: 1/23/2023

Current Firm

ADAMS WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMS WEALTH ADVISORS

TRUST BUT VERIFY

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