Mitchell James Greene
Investment adviser representative at Adams Wealth Advisors
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$565.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- Adams Wealth AdvisorsAug 2022 to now
- Adams Wealth Management, LLCJul 2022 to now
- Cache Valley BankMar 2019 to Jun 2022
- Logan City Police DepartmentSep 2018 to Feb 2019
- Logan Sprinkler StoreMay 2018 to Aug 2018
- Beazer Lock & KeyAug 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Adams Wealth Advisors
Legal name: Adams Wealth Management LLC
$565.8MAssets managed
703Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7599757
- Firm CRD
- 286087