Karly Fortunado is not listed as a control person, but directly owns under 5% of Adams Wealth Management.
Adams Wealth Management is an investment adviser based in Logan, UT, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $566 million, as filed on 13 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5387916
- Firm
- Adams Wealth Management · CRD 286087
- Role
- Chief Implementation Officer
- In role since
- July 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Logan, UT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Karly Fortunado work?
Karly Fortunado has been Chief Implementation Officer of Adams Wealth Management LLC since July 2025.
How can I verify Karly Fortunado’s record?
Karly Fortunado’s role is listed on Adams Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286087.
