SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Adapt Wealth Advisors, LLC
Atlanta, GA
CRD 329448
Firm filing updated September 16, 2026 ·
- $469.2MAssets
- 463Clients
- 10Advisory staff
- 1,473Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals307
- High net worth individuals149
- Corporations or other businesses5
- Charities2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 307 | $105.3 million |
| High net worth individuals | 149 | $363.1 million |
| Charitable organizations | 2 | $389,181 |
| Corporations or other businesses not listed above | 5 | $464,749 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$469.2 million
- Accounts1,473
- Discretionary$465.8 million · 1,461 accounts
- Non-discretionary$3.5 million · 12 accounts
People
- Employees12
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents5
- Planning clients101 to 250
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 329448, SEC file 801-129358.
- Registered with the SEC as an investment advisor (status date on record: February 7, 2024).
Is Adapt Wealth Advisors, LLC a fiduciary?
Short answer: Adapt Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.