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| Adapt Wealth Advisors LLC
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| |
|---|---|
| CRD # | 329448 |
| SEC # | 801-129358 |
| CIK # | 0002013937 |
| AUM | $253.0 MM (2024-06-05) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 404-594-5559 |
| Address | 6285 Barfield Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VVR | 586.1 | 5.9 | |
| WM | 61,816.0 | 2.7 | |
| JNJ | 465,600.2 | 2.3 | |
| AAPL | 2,382,844.0 | 1.3 | |
| LLY | 301,789.7 | 1.3 | |
| NVDA | 399,550.0 | 1.2 | |
| AMZN | 1,092,997.8 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 47.6 |
| (b) Individuals (high net worth individuals) | 95 | 205.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 253.0 |
| By Discretionary | ||
| Discretionary | 821 | 253.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 821 | 253.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.0 | |
| Total | 821 | 253.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002013937] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Core Financial Partners Inc
✚
|
CA | 0.3 |
|
Atlas Fiduciary Services Inc
✚
|
NH | 0.3 |
|
NorthStar Advisory Group LLC
✚
|
NJ | 0.3 |
|
Hidden Cove Wealth Management LLC
✚
|
WA | 0.3 |
|
Starfox Financial Services LLC
✚
|
TX | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |
|
Colley Asset Management Inc
✚
|
NY | 0.3 |
|
Visionary Horizons LLC
✚
|
TN | 0.3 |
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 0.3 |
|
Lindenwold Advisors Inc
✚
|
PA | 0.3 |