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ADAPTIVE WEALTH ENGINEERING

LAS VEGAS, NV · CRD 111243 · IAPD ↗ · 702 838 9999

$214.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — SUMMIT PORTFOLIO MANAGEMENT LLC is now doing business as ADAPTIVE WEALTH ENGINEERING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2026 — SUMMIT PORTFOLIO MANAGEMENT LLC reported RAUM up 26% ($169.7M -> $214.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.