Adaptive Capital Management, LLC

Adaptive Capital Management, LLC (CRD# 130938) is a financial advisory firm headquartered in Reno, NV. They manage $6,783,061 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $6,783,061
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Adaptive Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Wei W. Ren
CRD#: 4930189
Reno, NV
93
Wealthminder
score

Wei Ren (CRD# 4930189) is an Investment Advisor Representative working at Adaptive Capital Management, LLC in Reno, NV and has over 11 years of experience in the finance industry.

2
Maggie M. Tsai
CRD#: 2984315
Reno, NV
93
Wealthminder
score

Maggie Tsai (CRD# 2984315) is an Investment Advisor Representative working at Adaptive Capital Management, LLC in Reno, NV and has over 18 years of experience in the finance industry.

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