Period
Q4 2024
Calendar quarter covered by the filing.
Period
Calendar quarter covered by the filing.
Option positions
Parsed option rows from the information table.
Reported notional
SEC-reported option notional, not total AUM.
Accepted by SEC
EDGAR acceptance date.
| Name | Title | City, State | Date |
|---|---|---|---|
| Chris Marks | Compliance Consultant | Broomfield, Colorado | 13 Feb 2025 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Adams Wealth Management | $455,438,107 | Logan, UT | 028-19910 |