Adapt Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $469M in regulatory assets under management, 12 employees, 2 offices, and 1,473 accounts.
Assets Under Management
$469M
Employees
12
Offices
2 offices
Total Clients
463
Primary office
ATLANTA, GA
6285 BARFIELD RD., SUITE 250, ATLANTA, GA, United States
Top client segmentIndividuals represent 66.3% of total clients.
Top client categories% of clientsClients
1
Individuals
66.3%
307
2
HNWI
32.2%
149
3
Corporations
1.1%
5
4
Charitable
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of March 30, 2026
Discretionary99.3%
$466M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$469M
Total Accounts1,473
10Y AUM Change+$469M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee39:1
10Y Employee Change+11 (+1100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.