Adaptive Wealth Engineering

Who works here

• BC
  Brandon Andres Cruz
• FA
  Fionn Peter Allen
• MR
  Matthew Wayne Ravenscroft
• RC
  Remington Conte
• TB
  Timothy Francis Bock

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Adaptive Wealth Engineering

Legal name: Summit Portfolio Management LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

111243