Adapt Wealth Advisors, LLC
● SEC registered since 2024CRD 329448SEC# 801-129358Atlanta, GA
Reg. AUM
$469.2M
Employees
12
Accounts
1,473
Location
Atlanta, GA
Adapt Wealth Advisors, LLC assets under management
Adapt Wealth Advisors, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2024. It reports $469.2 million in regulatory assets under management and employs 12 people.
Adapt Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donnie Wayne Robinson Control | Chief Operating Officer | 5-10% | 2025 |
| Jake Thomas Bryant Control | Member, Manager And Chief Executive Officer | Over 75% | 2024 |
| Roseann Higgins | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Adapt Wealth Advisors, LLC manage?
Adapt Wealth Advisors, LLC reports $469.2 million in regulatory assets under management on its Form ADV.
How many employees does Adapt Wealth Advisors, LLC have?
Adapt Wealth Advisors, LLC reports 12 employees.
Where is Adapt Wealth Advisors, LLC located?
Adapt Wealth Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2024.
Does Adapt Wealth Advisors, LLC disclose fund performance?
Adapt Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6285 Barfield Rd., Suite 250, Atlanta, GA 30328 |
| Phone | 404-594-5559 |
| Office hours | 9:00 To 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$469.2M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$469.2Mregulatory AUM
Discretionary $465.8MNon-discretionary $3.5M