Adamsbrown Wealth Consultants Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $970M
- Clients
- 1,943
- Avg AUM / client
- $577K
- Accounts
- 5,018
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,554 | $328M | 29.3% |
| High net worth individuals | 264 | $602M | 53.7% |
| Pension and profit sharing plans | 82 | $157M | 14.0% |
| Charitable organizations | Fewer than 5 clients | $6.6M | 0.59% |
| Corporations and other businesses | 43 | $27.9M | 2.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ketch Pension Trust Kansas Elks Training Center For The Handicapped, Inc. | 2024 | |
| Hutchinson Clinic, P.A. Employees' 401 K Profit Sharing Plan And Trust Hutchinson Clinic, P.A. | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Trent Mitchell | Partner And Managing Wealth Consultant | Personal Financial Specialist | Oct 2019 (7y) | Less than 5% |
| Bickle, Brenda, Lee | Wealth Operations Manager And Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Brian Chad Staats | Registered representative | Jun 2020 (6y) | ||
| Jude Anthony Fox | Registered representative | Personal Financial Specialist | Jun 2020 (6y) | |
| Trent Lyndon Woodcock | Registered representative | CFP | Jun 2020 (6y) | |
| Steven Ray Baumrucker | Registered representative | Personal Financial Specialist | Jul 2020 (6y) | |
| Jeffrey A Smith | Registered representative | Jul 2020 (6y) | ||
| Grover Cleaveland Musser | Registered representative | CFP | Apr 2021 (5y) | |
| Billy Ishema Muhizi | Registered representative | CFP | Sep 2021 (5y) | |
| Jared Vitztum | Registered representative | CFA | Jun 2022 (4y) | |
| Todd Robert Sullivant | Registered representative | Aug 2023 (3y) | ||
| Quincey Thomas Bernard | Registered representative | Aug 2024 (2y) | ||
| Tommy Phuoc Le | Registered representative | Oct 2024 (2y) | ||
| Donald Ray Rodgers | Registered representative | CFP | Mar 2025 (1y) | |
| Chad Edward Somers | Registered representative | Oct 2025 (1y) | ||
| Duane Moppin | Registered representative | Dec 2025 (1y) | ||
| Brent Alan Wieck | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Adamsbrown Llc | Managing Member | Mar 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ketch Pension Trust | Kansas Elks Training Center For The Handicapped, Inc. | 130 | $6.8M | 07/01/2024 |
| Hutchinson Clinic, P.A. Employees' 401 K Profit Sharing Plan And Trust | Hutchinson Clinic, P.A. | 579 | $134M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/11/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $914M (82% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.
View current Form ADV (SEC/IAPD) ↗