AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MG

Mitchell J. Greene

ADAMS WEALTH ADVISORS
Logan, UT 84321
Some features on this profile are disabled
CRD#: 7599757
MG

Professional summary

Mitchell James Greene is a registered financial advisor currently at ADAMS WEALTH ADVISORS located in Logan, Utah.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mitchell has worked at 1 firm and has passed the Series 65 and Series 3 exams.

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 Mitchell James Greene'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

August 17, 2022 - Present

ADAMS WEALTH ADVISORS

Office #1: 701 S Main Suite #400, Logan, UT 84321
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".
AW
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
(8/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/14/2023
National Commodity Futures Examination

Current Firm

AW
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
26

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts717
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.

Company Information

ADAMS WEALTH ADVISORS

CRD#: 286087Logan, UT 84321

TRUST BUT VERIFY

Monitor Mitchell Greene

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

LK
Larry KnisleyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Portland, OR
AH
Augustine HongAdvisorCheck Check Mark
HIGHTOWER ADVISORS, LLC
IAR
Bradenton, FL
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.