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ADAPT WEALTH ADVISORS, LLC

ATLANTA, GA · CRD 329448 · IAPD ↗ · adaptwealthadvisors.com · 404-594-5559

$469.2MRegulatory AUM
10Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — ADAPT WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
March 2026 — ADAPT WEALTH ADVISORS, LLC reported RAUM up 43% ($327.8M -> $469.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
March 2026 — ADAPT WEALTH ADVISORS, LLC grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2025 — ADAPT WEALTH ADVISORS, LLC notice-filed in CA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — ADAPT WEALTH ADVISORS, LLC reported RAUM up 30% ($253.0M -> $327.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2025 — ADAPT WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
July 2024 — ADAPT WEALTH ADVISORS, LLC notice-filed in FL, NC, SC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — ADAPT WEALTH ADVISORS, LLC now reports custody of client assets ($47.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — ADAPT WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2024 — ADAPT WEALTH ADVISORS, LLC (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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