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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-03-2010
- Office Locations
- 1
Office Locations
About Adaptive Wealth Management, LLC
Adaptive Wealth Management is a fee-only wealth management firm led by a CFP professional, providing comprehensive retirement planning and risk-managed portfolio management. Portfolios use rules-based, research-driven multi-strategy allocations across global markets, high-quality equities, and income-producing asset classes, dynamically shifting risk using the firm’s proprietary Economic Strength Index to help protect capital across market cycles.
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Owner & Executives
ERIC KEITH AMUNDSON
MANAGING DIRECTOR
- CRD
- #4475908
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,223,798 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,223,798 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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