# ADAPT Wealth Advisors

ADAPT Wealth Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** adaptwealthadvisors.com

## Regulatory record

- **CRD number:** 329448
- **SEC file number:** 801-129358
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329448

## About

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.

## 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.

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

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