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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $371.5K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
DIETER THOMAS SCHERER JR.
Certified Financial Planner, Chief Compliance Officer, President, PRINCIPAL
- CRD
- #6016202
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Adaptive Wealth, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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