Adapt Wealth Advisors, LLC
Adapt Wealth Advisors, LLC is a federally registered investment adviser headquartered in Atlanta, Georgia. Founded in 2011, the firm primarily serves individual investors, including both high-net-worth and non-high-net-worth clients. With 10 employees as of 2025, Adapt Wealth Advisors provides comprehensive wealth management, financial planning, and investment advisory services tailored to client needs, operating under SEC registration as a fiduciary.
Investment Strategy
Adapt Wealth Advisors adopts a client-centric investment approach, primarily providing discretionary management services to individual investors. Their strategy encompasses diversified portfolios tailored to investors’ goals, with a focus on both publicly traded equities and fixed income securities. Adapt leverages long-term asset allocation principles, continuously monitoring market conditions and making adjustments to preserve and grow wealth, while maintaining transparency and fiduciary standards as a federally registered adviser. The firm does not serve institutional or pooled entities according to current SEC filings.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.42% | $27.8M | 44,734 | $531.41 | $620.90 | +$3.0M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.27% | $20.7M | 91,240 | $188.58 | $227.10 | +$3.4M |
S SMTH | ALPS ETF TR | 7.06% | $15.8M | 611,022 | $25.89 | $25.85 | +$436.9K |
V VFLO | VICTORY PORTFOLIOS II | 6.07% | $13.6M | 383,948 | $34.17 | $35.35 | +$1.1M |
T TLT | ISHARES TR | 4.86% | $10.9M | 123,095 | $92.51 | $88.25 | +$10.9K |