ADAPTIVE WEALTH, LLC

ADAPTIVE WEALTH, LLC is an SEC-registered investment adviser (CRD 171045). Regulatory assets under management: $3.3M.

Registration

• CRD: 171045
• Type: Registered investment adviser
• Phone: 202-567-7870
• Latest filing: 2026-04-01
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171045 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search