# Adams Wealth Advisors

> Adams Wealth Advisors (iPhone/iPad app by Awa Technologies, LLC.)

- Source: https://appshunter.io/ios/app/adams-wealth-advisors/id1637181652 (this page in markdown: same URL + `.md`)
- Developer: [Awa Technologies, LLC](https://appshunter.io/developer/1637181654)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 45 MB
- Languages: English
- Released: 2022-09-08
- Data updated: 2026-06-10
- User reviews in markdown: https://appshunter.io/ios/app/adams-wealth-advisors/id1637181652/reviews.md

## What is Adams Wealth Advisors?

Your personal Adams Wealth Portal allows you to quickly and easily monitor all your financial accounts. With information on your individualized account investments at your fingertips, you'll be able to stay completely in the know on how the market is impacting you, your financial plan, and your investment performance.

The features of the Adams Wealth Portal include:

1. Aggregate View: View all your managed accounts in one place, tracking changes daily.
2. Performance Insights: Access a detailed report on account investments, performance, and transactions.
3. Market Overview: Stay informed with index fund performance, expert commentary, and instant ticker search.
4. Your Document Vault: Manage documents effortlessly – view statements, tax documents, and shared documents with your advisor.
5. Service Team: Access contact information for your individual service team, ensuring easy communication.


## Version history (last 5 releases)

### 1.36 — 2024-01-25

Household Performance:
Track overall account performance effortlessly.

Market Overview:
Stay informed with index fund performance, expert commentary, and instant ticker search.

Your Documents:
Access account statements, tax documents, and collaborate with shared uploads.

### 1.3 — 2022-11-01

Cleanups.

### 1.2 — 2022-10-04

Multi-factor authentication improvement.

### 1.1 — 2022-09-09

Multi-factor authentication.

### 1.0 — 2022-09-08

No release notes.

## Apps similar to Adams Wealth Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Expenzio - Expense Tracker](https://appshunter.io/ios/app/expenzio-expense-tracker/id6670337467) | 4.7 (15) | Free | Finance |
| [Currency Converter: Offline](https://appshunter.io/ios/app/currency-converter-offline/id6467566632) | 4.8 (9) | Free | Finance |
| [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375) | 4.3 (16) | Free | Finance |
| [Altabank Mortgage](https://appshunter.io/ios/app/altabank-mortgage/id1439213320) | 5.0 (4) | Free | Finance |
| [Cache Valley Bank](https://appshunter.io/ios/app/cache-valley-bank/id892877678) | 4.4 (598) | Free | Finance |
| [Bank of Utah Mobile](https://appshunter.io/ios/app/bank-of-utah-mobile/id459826210) | 3.6 (34) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*