Scott E. Leavitt

ADAMS WEALTH ADVISORS

LOGAN, UT 84321

CRD#: 7508961

Some features on this profile are disabled

Professional summary

Scott Edward Leavitt is a registered financial advisor currently at ADAMS WEALTH ADVISORS located in Logan, Utah.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Scott has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Edward Leavitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

May 28, 2026 - Present

ADAMS WEALTH ADVISORS

Office #1: 701 S Main Suite #400, Logan, UT 84321

RIA

CRD#: 286087

LOGAN, UT

Past

November 21, 2024 - May 4, 2026

FINANCIAL LIFE ADVISORS

RIA

CRD#: 128502

SAN ANTONIO, TX

Past

February 24, 2022 - December 6, 2024

ARROW WEALTH ADVISORS

RIA

CRD#: 290853

SAN ANTONIO, TX

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(5/28/2026)

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: 2/12/2022

Uniform Investment Adviser Law 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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY

Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

IAR

Columbus, OH

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

IAR

Rice Lake, WI

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott E. Leavitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Edward Leavitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAMS WEALTH ADVISORS

FINANCIAL LIFE ADVISORS

ARROW WEALTH ADVISORS

Primary Firm SEC Registration

ADAMS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2022

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

Similar Advisors