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ADAPT WEALTH ADVISORS, LLC
CRD 329448 · SEC 801-129358
6285 BARFIELD RD., SUITE 250, ATLANTA, GA, 30328, United States
Phone
404-594-5559
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.2M
Discretionary AUM
$465.8M
Team
12 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $105.3M |
| High net worth individuals | 149 | $363.1M |
| Charitable organizations | 2 | $389K |
| Corporations/business entities | 5 | $465K |
States served
CA, GA, LA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD