ADAPT WEALTH ADVISORS, LLC

CRD 329448File 801-129358

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$469.2M

Above cohort median (national)

Discretionary AUM

$465.8M

Non-discretionary $3.5M

Clients

463

1,473 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 7, 2024
Principal office: 6285 BARFIELD RD., SUITE 250, ATLANTA, GA, 30328
Phone: 404-594-5559
Website: https://adaptwealthadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $469.2M
Discretionary AUM: $465.8M
Non-discretionary AUM: $3.5M
Discretionary accounts: 1,461
Non-discretionary accounts: 12
Total accounts: 1,473
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$465K
Charitable organizations	2	$389K
High net worth individuals	149	$363.1M
Individuals (other than high net worth individuals)	307	$105.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.