ADEPT BENEFITS SOLUTIONS LLC

ADEPT BENEFITS SOLUTIONS LLC is an SEC-registered investment adviser (CRD 335210).

Registration

• CRD: 335210
• Type: Registered investment adviser
• Phone: 425-591-6249
• Latest filing: 2026-07-21
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: 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 335210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search