Weston William Adams

Employer firm

Ha Wealth Advisors Inc. CRD 325764

$85.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 10/2017
  Cedar Livestock Auction
  Cedar City, UT
• 03/2013 → 05/2018
  Canyon View High School
  Cedar City, UT
• 04/2017 → 04/2018
  Utah Ffa Association
  Logan, UT
• 05/2018 → 03/2020
  Church Of Jesus Christ Of Ladder Day Saints
  Salt Lake City, UT
• 03/2020 → 06/2020
  Dailey Builders
  Cedar City, UT
• 06/2020 → Present
  Hughes & Associates Inc
  Cedar City, UT
• 02/2021 → 10/2021
  Dfpg Investments, Llc
  Sandy, UT
• 01/2021 → 06/2023
  Townsquare Capital Llc
  Cedar City, UT
• 02/2023 → Present
  Ha Wealth Advisors Inc.
  Cedar City, UT
• 08/2020 → Present
  Weston Adams
  Cedar City, UT

Previous Registrations

• 2021-06-10 → 2023-06-28
  Townsquare Capital, Llc
  Cedar City, UT
  Lehi, UT

Other Businesses

I am also an insurance broker for life and health insurance. I am an Office Associate at Hughes & Associates Inc. This activity consists of answering phones and filing paperwork. I spend five hours a week engaged in this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-09