ADAPT WEALTH ADVISORS, LLC
CRD #329448 SEC #801-129358 ATLANTA, GA 404-594-5559
SEC Registered
Total AUM
$327.8M
Discretionary
$327.8M
Employees
10
Clients
101
Accounts
1,122
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBINSON, DONNIE, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBINSON, DONNIE, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BRYANT, JAKE, THOMAS | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, DONNIE, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
| ROBINSON, DONNIE, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
| ROBINSON, DONNIE, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
| ROBINSON, DONNIE, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (8)
CA FL GA LA NC SC TX VA
Address
6285 BARFIELD RD.SUITE 250
ATLANTA, GA 30328
United States
Phone: 404-594-5559