Updated:May 30, 2026

Adaptive Wealth Management

Adaptive Wealth Management is an SEC-registered investment advisor providing discretionary portfolio management through a multi-asset approach.

Adaptive Wealth Management

Adaptive Wealth Management is a registered investment advisory firm founded to provide discretionary portfolio management to individuals and institutions. The firm's investment committee, staffed by industry professionals, applies a multi-asset approach spanning US equities, international equities, and fixed-income instruments. The firm's strategy emphasizes dynamic asset allocation, shifting between asset classes based on market conditions. This includes direct holdings in exchange-traded funds and individual securities. The geographic footprint is primarily US-focused. Team size and additional offices are not publicly documented. The firm operates as a standalone RIA without disclosed affiliated philanthropic structures. Adaptive Wealth Management distinguishes itself through a purely RIA fiduciary model, avoiding the broker-dealer conflicts inherent in wirehouse advisory practices.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Adaptive Wealth Management?

The firm operates with an investment committee structure, but named principals are not publicly disclosed. Decisions follow a discretionary model aligned with client mandates (per public record).

What investment approach does Adaptive Wealth Management use?

The firm pursues a multi-asset strategy, allocating across US equities, international equities, and fixed income. It adapts allocations based on market conditions and client risk profiles (per public record).

Does Adaptive Wealth Management take direct fund commitments or only manage separate accounts?

The firm manages discretionary portfolios for clients, typically using separate accounts. It may invest in both individual securities and pooled vehicles such as ETFs (per public record).

Is Adaptive Wealth Management structured as a family office?

No. The firm is registered as an RIA with the SEC, not a family office. It serves multiple clients and does not qualify for the SEC's family office exemption (per public record).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.