Joseph William Adair

Employer firm

Exponent Wealth LLC CRD 334968

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2020 → 08/2022
  Sowell Financial Services, Llc D/B/A Sowell Management
  North Little Rock, AR
• 01/2020 → 08/2022
  Teton Wealth Group Llc
  Murray, UT
• 01/2016 → 05/2020
  Utah Valley University
  Orem, UT
• 07/2019 → 12/2019
  Net Documents
  Lehi, UT
• 03/2018 → 07/2019
  Enlite Home
  Sacramento, CA
• 11/2018 → 05/2019
  Dfpg Investments, Llc D/B/A Butler Financial Advisors
  Taylorsville, UT
• 10/2017 → 08/2018
  Us Bank
  Provo, UT
• 02/2016 → 10/2017
  Vivint Smart Home
  Provo, UT
• 08/2022 → 02/2024
  Caliber Wealth Management, Llc
  Orem, UT
• 02/2024 → 02/2026
  Diversify Wealth Management, Llc
  Sandy, UT
• 02/2026 → Present
  Exponent Wealth Llc
  Orem,, UT

Previous Registrations

• 2024-03-27 → 2026-02-10
  Diversify Wealth Management, Llc
  Orem, UT
  South Jordan, UT
• 2022-09-08 → 2024-07-16
  Caliber Wealth Management, Llc
  Orem, UT
• 2021-02-01 → 2022-08-23
  Teton Wealth Group Llc
  Murray, UT
• 2020-10-14 → 2021-10-27
  Sowell Management
  Murray, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-07

Designations

• Certified Financial Planner

Other Names

• Joe William Adair
• Joseph W Adair