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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-03-2014
- Office Locations
- 1
Office Locations
About Adaptive Wealth, LLC
Adaptive Wealth, LLC is a fee-only, CFP-led wealth manager focused on comprehensive retirement planning and customized allocations. Portfolios use a rules-based, research-driven multi-strategy approach across global markets and asset classes, emphasizing diversification and downside risk management. Flagship Adaptive Value shifts equity exposure using its proprietary Economic Strength Index; the income strategy targets consistent cash flow with inflation and rising-rate protection. Custody includes Interactive Brokers.
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Owner & Executives
DIETER THOMAS SCHERER JR.
Certified Financial Planner, Chief Compliance Officer, President, PRINCIPAL
- CRD
- #6016202
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,343,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,343,824 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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