Adapt Wealth Advisors, LLC
Adapt Wealth Advisors, LLC is an SEC-registered wealth manager in Atlanta, GA with $469.2M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Adapt Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329448, SEC 801-129358, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $469.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 12
- Clients
- 463
- CRD
- 329448
- Ownership
- BRYANT, JAKE, THOMAS; WOODARD, KEVIN, SEAN; HIGGINS, ROSEANN; ROBINSON, DONNIE, WAYNE
How much AUM does Adapt Wealth Advisors, LLC have?
Adapt Wealth Advisors, LLC reported $469.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Adapt Wealth Advisors, LLC?
Disclosed owners and executives of Adapt Wealth Advisors, LLC include BRYANT, JAKE, THOMAS, WOODARD, KEVIN, SEAN, HIGGINS, ROSEANN, ROBINSON, DONNIE, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.