Adaptive Wealth Engineering

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