A complete list of active advisors currently associated with Adaptive Wealth, LLC

Warmer can help you find a great advisor at Adaptive Wealth, LLC or one who fits your needs even better.

Adaptive Wealth provides discretionary asset management and financial planning to individuals, trusts, estates, business entities and other clients. As of December 2025 the firm reported roughly $3.34 million in discretionary assets under management across nine clients and generally applies a $100,000 account minimum, with hourly planning available for engagements outside included services. Investment decisions are driven by quantitative, formula-based models — including tactical asset allocation, value and macroeconomic models — with multiple layers of risk controls and portfolio allocations determined in part by a client risk-tolerance questionnaire. The firm primarily uses individual equities and low-cost ETFs, may implement new model-based strategies as researched, and can in certain cases allow qualitative, advisor- or client-directed investment choices. Adaptive Wealth is notable for disclosing hypothetical and historical performance material in its brochure and for offering a performance-fee option to Qualified Clients (25% of gains above a 6% target subject to a high-water mark and a $2,000 annual minimum), a combination that is uncommon among solo independent advisers. To address conflicts between fee arrangements the firm allocates opportunities on a uniform, pro rata basis within strategies and requires clients to use Interactive Brokers for execution and automated fee transfers.

To learn more about the advisors currently working at Adaptive Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.