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Building 2ADAPT WEALTH ADVISORS, LLC

Map pinATLANTA, GA
Phone404-594-5559
NotebookSEC #801-129358
Total AUM
$469.2M
Employees
12
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6285 BARFIELD RD.
SUITE 250
ATLANTA
GA 30328
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
404-594-5559
Other Offices
2

ReceiptFinancials

Total AUM
$469.2M
Accounts
1,473
Discretionary
$465.8M
Accounts
1,461
Non-Discretionary
$3.5M
Accounts
12

ContactClients

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Individual Clients
307
AUM
$105.3M
HNW Individual Clients
149
AUM
$363.1M
Charitable Organization Clients
2
AUM
$389.2K
Corporation or Business Clients
5
AUM
$464.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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