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

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

Adaptive Wealth Management, LLC is a state‑registered independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals (including many high‑net‑worth clients), businesses, charities and pension plans. Its planning services include tax, insurance, retirement and estate planning, and the firm also selects and monitors other money managers and acts as a solicitor for an external manager (BTS Asset Management) for certain clients. The firm takes an active, market‑timing approach rather than a pure buy‑and‑hold strategy, using trend‑following technical analysis and neural‑network-based intermarket indicators to generate daily trading signals that guide entry and exit decisions. Accounts are generally managed on a discretionary basis and investment programs are tailored to each client’s overall financial situation and stated risk tolerance. Noteworthy differences from many peers include the principal’s ongoing role as a registered representative of a broker‑dealer and as an insurance producer, with commission‑based securities and insurance activities and an affiliation with a broker‑dealer and insurance business, relationships the brochure discloses and that can present potential conflicts of interest. The firm also sometimes recommends outside managers and receives a portion of those managers’ fees, discloses occasional personal trading in recommended securities, and conducts daily reviews of actively managed accounts.

To learn more about the advisors currently working at Adaptive Wealth Management, 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.

Name	Location	Years of experience
Eric Amundson	Chesterfield, MO	24

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