| Name | Title | Ownership | Since |
|---|---|---|---|
| Donnie Wayne Robinson Control | Chief Operating Officer | 5-10% | 2025 |
| Jake Thomas Bryant Control | Member, Manager And Chief Executive Officer | Over 75% | 2024 |
| Roseann Higgins | Chief Compliance Officer | Under 5% | 2024 |
Adapt Wealth Advisors, LLC reports $327.8 million in regulatory assets under management on its Form ADV.
Adapt Wealth Advisors, LLC reports 10 employees.
Adapt Wealth Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2024.
Adapt Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6285 Barfield Rd., Suite 250, Atlanta, GA 30328 |
| Phone | 404-594-5559 |
| Office hours | 9:00 To 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $327.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $327.8M |