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Adapt Wealth Advisors, LLC CRD 329448
$469M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-15 |
Branch Locations
6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 02/2016 | 02/2024 |
| Adapt Wealth Advisors, Llc | Atlanta | GA | 02/2024 | Present |
Business Ownership; Other; Other; 5805 State Bridge Rd, Suite G44, , Johns Creek, GA, 30097; Investment-Related; 11/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours / ATL Legacy Holdings; Not Investment-Related; 3038 Templewood DR NE, , Brookhaven, GA, 30319; Real Estate & Vending; Sole Owner; 12/01/2023; 1 to 9 hours per month; 0 during trading hours./ Outside Employment; Outside Employment; Southeastern Business Endeavors, LLC; Other; 6285 Barfield Road, Suite 250, , Atlanta, GA, 30328; Not Investment-Related; 07/01/2021; 40 to 59 during trading hours; 40 to 59 hours per month / Outside Employment; Adapt Holdings LLC; Other; 6285 Barfield Rd, Suite 250, Atlanta, GA, 30328; Investment-Related; 01/01/2024; 0 during trading hours; 0 hours per month. / Prestige Worldwide Holdings, LLC; Not Investment-Related; 410 Broken Lance Pl. Alpharetta, GA 30022; Real Estate; Co-Owner; 10/1/2022; 0 hours/month; 0 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-19 |
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