ADAPTIVE WEALTH ENGINEERING
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
FINTRXOverview
Adaptive Wealth Engineering is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 1994. The firm serves individuals and families across multiple states and acts as a capital allocator, selecting external managers on behalf of clients. Its advisory offerings focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Adaptive Wealth Engineering was listed by investor.com as one of the "Top RIA Firms to Watch" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 5Remington Conte
Financial AdvisorCRD 7884734
TIMOTHY BOCK
FounderCRD 1031820
Fionn Allen
Financial AdvisorCRD 8240532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$155M in ETFs
14%
$22.1M
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% |
Location
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
Similar firms
SKYOAK CAPITAL, INC.
RIALAS VEGAS, NV
BAUMAN WEALTH ADVISORS
RIALAS VEGAS, NV
MANHATTAN GLOBAL ASSET MANAGEMENT LLC
RIALAS VEGAS, NV
WHALEN FINANCIAL
RIALAS VEGAS, NV
MCBROOM & ASSOCIATES, LLC
RIALAS VEGAS, NV
FINLEY FINANCIAL, LLC
RIALAS VEGAS, NV