Adaptive Wealth Management, LLC

Overview

Adaptive Wealth Management, LLC is a small, privately owned advisory firm focused on serving individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, plus selection-of-advisers services and market-timing services. It operates as a capital allocator and bills clients through a mix of percentage-of-AUM fees, hourly charges, and other fee arrangements. Adaptive reports no active ESG investing program and does not operate as a multi-state adviser. Industry ties include affiliations with a broker-dealer and an insurance company, which suggests access to brokerage and insurance product channels alongside its advisory services. The firm is organized as a limited liability company and is classified in FINTRX data as an unclassified adviser.

Assets & Accounts

Investments & Alternatives