CRD: 326822
Adaptive Financial Design LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PrimeRadial +more
- Established Date
- 09-08-2023
- Office Locations
- 1
Office Locations
About Adaptive Financial Design LLC
Adaptive Financial Design LLC is a Minnesota-registered RIA led by Kari Polasek, providing empathetic, goals-based financial planning and wealth management. The firm serves first-time investors through retirees, with a stated focus on women, working professionals, and small business owners. Advice spans cash flow, risk and debt management, retirement and estate strategy; portfolios are implemented primarily with ETFs and mutual funds, commonly custodied at Schwab.
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Owner & Executives
KARI ANNA POLASEK
Chief Compliance Officer, Owner
- CRD
- #5314940
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,210,959 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,210,959 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,210,959
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,106,708,236 | 38.9% |
| Public Funds | $714,097,088 | 25.1% |
| Cash | $1,024,202,996 | 36.0% |
| Total | $2,845,008,320 | 100.0% |