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ADAPTIVE WEALTH ENGINEERING
SUMMIT PORTFOLIO MANAGEMENT LLC
CRD 111243 · SEC 801-46423
10091 PARK RUN DRIVE, #110, LAS VEGAS, NV, 89145, United States
Phone
702 838 9999
Fax
855 686 5800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.0M
Discretionary AUM
$204.4M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $17.2M |
| High net worth individuals | 56 | $196.8M |
States served
AZ, CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD