ADAPTIVE WEALTH, LLC

Overview

Adaptive Wealth, LLC is a small, independent registered investment adviser focused on serving individual and family clients with tailored financial planning and portfolio management. The firm operates with an owner-type structure (individual) and runs a fee model that includes percentage-of-AUM fees, hourly charges and the capacity to levy performance-based fees, which suggests it can offer outcome-linked mandates alongside traditional advisory engagements. Advisory activity centers on planning and active management for individuals and small businesses rather than institutional mandates. Investment activity is concentrated and equity-oriented: the firm shows a clear preference for exchange-traded equities and ETFs as core building blocks. That allocation approach points to a liquid, traded-asset bias—using equities for primary exposure while complementing portfolios with external real estate allocations. Adaptive Wealth is not identified as an active ESG investor and is structured to serve a geographically limited client base rather than operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices