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ADAPTIVE WEALTH ENGINEERING
Legal name: SUMMIT PORTFOLIO MANAGEMENT LLC
CRD 111243File 801-46423
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.0M
Below cohort median (national)
Discretionary AUM
$204.4M
Non-discretionary $9.6M
Clients
113
414 accounts
Employees
5
Below cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 2, 1994
- Principal office
- 10091 PARK RUN DRIVE, #110, LAS VEGAS, NV, 89145
- Phone
- 702 838 9999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.0M
- Discretionary AUM
- $204.4M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 379
- Non-discretionary accounts
- 35
- Total accounts
- 414
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $196.8M |
| Individuals (other than high net worth individuals) | 57 | $17.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.