# ADEPT BENEFITS SOLUTIONS LLC

ADEPT BENEFITS SOLUTIONS LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335210
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335210

## About

Adept Benefits Solutions LLC is a state-registered investment adviser in Charlotte, NC. It has one employee and one investment adviser. The firm is based in North Carolina.

## Questions

### Who runs ADEPT BENEFITS SOLUTIONS LLC?

No named principals or operators have been publicly identified for this firm. Public records do not list any officers, directors, or key personnel.

### What is the AUM of ADEPT BENEFITS SOLUTIONS LLC?

The firm does not publicly disclose any AUM figures. No third-party sources estimate its assets under management.

### Is ADEPT BENEFITS SOLUTIONS LLC associated with any known family or wealth source?

No family or wealth-origin information is available in public records or credible sources. The firm's ownership structure is not disclosed.

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Last updated: 2026-07-06T01:24:10.792Z

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