Matthew Wayne Ravenscroft
Investment adviser representative at Adaptive Wealth Engineering
18 yearsExperience
2 statesRegistered in
$214MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Adaptive Wealth EngineeringSep 2019 to now
- Summit Portfolio ManagementJul 2019 to now
- Dmi EngineersSep 2001 to now
- John P. Dubots Capital Management, LLCJan 2019 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Adaptive Wealth Engineering
Legal name: Summit Portfolio Management LLC
$214MAssets managed
113Clients
5Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7054836
- Firm CRD
- 111243