Adaptive Wealth Engineering

RIASEC RegisteredEst. 1994
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, SEC-registered registered investment adviser organized as a limited liability company and operating since 1994. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Adaptive Wealth Engineering is active across multiple states and does not describe itself as an ESG-focused investor. The firm has been publicly recognized once in investor.com’s 2020 list of “Top RIA Firms to Watch,” reflecting outside visibility among independent advisory practices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 1%, Other 1%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents1%
  • Other1%

Contacts

3 of 5
  • Remington Conte

    Remington Conte

    Financial AdvisorCRD 7884734

  • Timothy Bock

    Timothy Bock

    FounderCRD 1031820

  • Fionn Allen

    Fionn Allen

    Financial AdvisorCRD 8240532

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$155M in ETFs

Passive

14%

$22.1M

Active

86%

$133M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US SMALL CAP VALUE ETF (AVUV)AvantisActiveSmall Value$36.9M333,96423.86%
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Location

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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