Trey J Farrer
Investment adviser representative at Adams Wealth Advisors
13 yearsExperience
2 statesRegistered in
$565.8MFirm assets
9 yearsFirm in business
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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
13 years in the industry.
- Adams Wealth AdvisorsFeb 2025 to now
- Adams Wealth ManagementJan 2025 to now
- Fidelity InvestmentsJul 2024 to Dec 2024
- Angelo State UniversityJul 2023 to Jul 2024
- Aptive EnvironmentalMar 2023 to Jul 2023
- Westminster UniversityJul 2022 to Mar 2023
- Utah Valley UniversityJul 2020 to Jul 2022
- Snow CollegeJul 2019 to Jul 2020
- The Church of Jesus Christ of Latter Day SaintsMay 2017 to Jul 2019
- Pine View High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7965889
- Firm CRD
- 286087