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ADAPT Wealth Advisors
ADAPT WEALTH ADVISORS, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2024. The firm manages $469 million in assets, with $466...
ADAPT Wealth Advisors
ADAPT WEALTH ADVISORS, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2024. The firm manages $469 million in assets, with $466 million on a discretionary basis. It has 12 employees and 10 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What is the firm's known posture on fiduciary duty and regulatory compliance?
As an RIA, ADAPT is a fiduciary under the Investment Advisers Act of 1940, legally obligated to act in clients' best interests. However, the firm does not publicly disclose details of its compliance infrastructure, ADV filings, or whether it utilizes outsourced chief compliance officer services, which is common for firms of its apparent scale.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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