Adaptive Wealth Management, LLC

Overview

Adaptive Wealth Management, LLC is a state registered investment adviser, registered since 2010. It reports $1.2M in assets under management across 10 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$1.2M

Discretionary

100%

Accounts

10

Average account

$122K

Employees

1

Advisory reps

1

Registered since

2010

Jurisdictions

1

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Market Timing
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Eric Keith Amundson Managing Director CRD 4475908

Advisory reps 1 of 1

• Eric K Amundson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4475908

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates