Adapt Wealth Advisors, LLC

Adapt Wealth Advisors, LLC (CRD# 329448) is a financial advisory firm headquartered in Atlanta, GA. They manage $252,998,028 in 821 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6285 Barfield Rd., Suite 250, Atlanta, GA 30328
https://adaptwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $308,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Adapt Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jake Bryant, financial advisor Atlanta GA
Jake T. Bryant
CRD#: 3086472
6285 Barfield Rd., Suite 250, Atlanta, GA 30328

Jake Bryant (CRD# 3086472) is an Investment Advisor Representative working at Adapt Wealth Advisors, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

2
Thomas Hodell, financial advisor Atlanta GA
Thomas M. Hodell
CRD#: 1613602
6285 Barfield Rd., Suite 250, Atlanta, GA 30328

Thomas Hodell (CRD# 1613602) is an Investment Advisor Representative working at Adapt Wealth Advisors, LLC in Atlanta, GA and has over 37 years of experience in the finance industry.

3
Donnie Robinson, financial advisor Atlanta GA
Donnie W. Robinson
CRD#: 4970465
6285 Barfield Rd., Suite 250, Atlanta, GA 30328

Donnie Robinson (CRD# 4970465) is an Investment Advisor Representative working at Adapt Wealth Advisors, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

4
Scott Herndon, financial advisor Atlanta GA
Scott M. Herndon
CRD#: 6568309
6285 Barfield Rd., Suite 250, Atlanta, GA 30328

Scott Herndon (CRD# 6568309) is an Investment Advisor Representative working at Adapt Wealth Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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