Adaptive Wealth Engineering

RIASEC Registered

Total AUM

$214M

Discretionary

$204M

96% of AUM

Avg account

$517K

Accounts

414

Employees

5

Advisory reps

5

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 111243
Registered since: May 2, 1994
Website: www.summitportfolio.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.97%
Individuals8.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Adaptive Wealth Engineering is an independent, individual-owned RIA that provides financial planning, portfolio management for individuals and small businesses, and selection-of-advisers services. The firm is registered with the SEC (registered in 1994) and operates across multiple states. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor. Adaptive Wealth Engineering was named a "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities76%
Public Funds/Mutual Funds22%
Cash & Cash Equivalents1%
Other1%

Contacts

3 of 5

Matthew Ravenscroft
Financial AdvisorCRD 7054836
Timothy Bock
FounderCRD 1031820
Brandon Cruz
Financial AdvisorCRD 7130338

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 21

Active vs passive

$155M in ETFs

Passive

14%

$22.1M

Active

86%

$133M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AVANTIS US SMALL CAP VALUE ETF (AVUV)	Avantis	Active	Small Value	$36.9M	333,964	23.86%

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Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area: Las Vegas-Henderson, NV
Region: West
County: Clark
Address: 10091 Park Run Dr
Time zone: PT (UTC-8)
Office locations

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