Scott Leavitt has been an investment adviser representative at Adams Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners. Scott Leavitt holds a Bachelor's degree in Finance from BYU-Idaho and a Master's degree in Personal Financial Planning from Kansas State University.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Scott Leavitt is a Wealth Advisor at Adams Wealth Advisors, where he works with individuals and families on their financial decisions and long-term plans. He began his career in financial services in San Antonio, Texas, where he advanced from intern to lead advisor. He works with high-net-worth pre-retirees and retirees, specializing in retirement planning, tax planning, investment management, and estate planning.
Scott Leavitt’s longest registration was 2 years at Arrow Wealth Advisors (2022–2024). Before joining Adams Wealth Management in 2026, Scott Leavitt was registered through Financial Life Advisors and Arrow Wealth Advisors.
- Adams Wealth AdvisorsCurrent– present · under a yearLogan, UT · Adviser representative · Firm CRD 286087
- Financial Life Advisors– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 128502
- Arrow Wealth Advisors– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 290853
Professional designations
Listed by Adams Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Scott Leavitt is registered as an investment adviser representative in Utah, since May 2026.
- UtahSince 28 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Edward Leavitt
- CRD
- 7508961
- Firm
- Adams Wealth Management · CRD 286087
- Office
- 701 S MAIN, SUITE #400, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adamswealthadvisors.com
Where does Scott Leavitt work?
Scott Leavitt is an investment adviser representative registered through Adams Wealth Management LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Scott Leavitt a financial advisor?
Yes. Scott Leavitt has a current investment-adviser registration in Utah, through Adams Wealth Management since May 2026.
How many years of experience does Scott Leavitt have?
Scott Leavitt has 4 years in the financial industry, since March 2022, across 3 adviser firms.
What exams has Scott Leavitt passed?
Scott Leavitt passed the Series 65 in February 2022.
Where did Scott Leavitt work before Adams Wealth Management?
Before Adams Wealth Management, Scott Leavitt was registered through Financial Life Advisors, November 2024 to May 2026; Arrow Wealth Advisors, February 2022 to December 2024.
Where is Scott Leavitt based?
Scott Leavitt’s registered office is in Logan, UT.
Is Scott Leavitt registered with FINRA?
No. Scott Leavitt has no current broker registration.
Is Scott Leavitt a CFP?
Adams Wealth Management lists Scott Leavitt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Scott Leavitt, MSFP, CFP® biography, adamswealthadvisors.com
How can I verify Scott Leavitt’s record?
Search CRD 7508961 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Leavitt’s full registration record.
