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| Happy Holidays!! thanks for using AUM13F!! |
| Adapt Wealth Advisors LLC
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| CRD # | 329448 |
| SEC # | 801-129358 |
| CIK # | 0002013937 |
| AUM | $327.8 M (2025-02-07) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 404-594-5559 |
| Address | 6285 Barfield Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002013937 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Invesco Senior Income Trust | 8.2 | ||
| Johnson & Johnson | 2.5 | ||
| Waste Management Inc | 2.4 | ||
| Southern Co | 1.8 | ||
| Amazon Com Inc | 1.3 | ||
| Apple Inc | 1.3 | ||
| Nvidia Corp | 1.2 | ||
| Lilly Eli & Co | 1.1 | ||
| Ameriprise Financial Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 67.5 |
| (b) Individuals (high net worth individuals) | 116 | 260.0 |
| (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 | 3 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,122 | 327.8 |
| By Discretionary | ||
| Discretionary | 1,122 | 327.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,122 | 327.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.8 | |
| Total | 1,122 | 327.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002013937] |
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|---|---|---|
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Altruist Financial Advisors LLC
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0.3 | |
|
Morey & Quinn Wealth Partners LLC
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|
NE | 0.3 |
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Capasso Planning Partners LLC
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SC | 0.3 |
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Northeast Planning Associates Inc
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NH | 0.3 |
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TFR Capital LLC
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TX | 0.3 |
|
Kirtland Financial Management Inc
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FL | 0.3 |
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Henderson Brothers Financial Partners LLC
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PA | 0.3 |
|
American Assets Capital Advisers LLC
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|
CA | 0.3 |
|
van Clemens Wealth Management LLC
✚
|
MN | 0.3 |
|
Callahan Wealth Advisory LLC
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|
0.3 |