# Adap Tax Financial

Adap Tax Financial is a RIA based in Pleasanton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pleasanton, United States
- **Region:** North America
- **Address:** Pleasanton, CA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** adaptax.com
- **LinkedIn:** https://linkedin.com/company/adap-tax-financial-inc

## Regulatory record

- **CRD number:** 293211
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293211

## About

Adap Tax Financial was established in 2004. It functions as a US wealth manager and registered investment adviser. The firm supplies investment advisory services that incorporate tax and accounting work alongside financial and investment planning. Services reach individuals, high-net-worth individuals, families, and business entities across North America. No additional offices, team size figures, or adjacent vehicles appear in available records. No operational events from the last 24 months are documented.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Adap Tax Financial?

No named principals or investment committee members are identified in public records.

### Does Adap Tax Financial participate in fund commitments or only direct deals?

Available information does not specify allocation methods or vehicle preferences.

### What investment stages does Adap Tax Financial typically target?

The firm description does not disclose stage or asset-class preferences.

### How is Adap Tax Financial related to any parent or affiliated vehicle?

No parent, spinout, or affiliated entities are identified in source material.

## Related profiles

- [Adaptation Financial Advisors](https://altss.com/profile/adaptation-financial-advisors)
- [Adaptive Health Capital](https://altss.com/profile/adaptive-health-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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