Adaptive Wealth Partners
Adaptive Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC that provides financial planning, investment management, retirement, estate planning, and insurance solutions to affluent individuals and families in the Las Vegas metropolitan area.
- Company typePrivate
- Founded2020
- HeadquartersHenderson, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Adaptive Wealth Partners does
Adaptive Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, headquartered in Las Vegas, Nevada, and founded in 2020. The firm delivers personalized financial planning, investment management, retirement planning, estate planning, and insurance solutions to affluent individuals and families whose financial situations have grown complex and require coordinated guidance across multiple professional relationships. Its positioning emphasizes a research-driven plan to build wealth, coordinate financial decisions, and create a coherent framework for handling new opportunities and risks.
The practice operates as a branded franchise channel within Ameriprise's broader wealth management platform, giving clients access to Ameriprise's suite of banking, investing, insurance, and annuity products alongside digital financial tools and calculators. Adaptive Wealth Partners itself does not build proprietary technology platforms; service delivery relies on one-on-one advisory consultations, scheduled meetings, and Ameriprise-provided digital tools. The firm is led by Michael Eakman II (President and founder) and operates with a headcount of 1-10 employees.
Revenue is generated through advisory fees on financial planning and investment management services offered via Ameriprise Financial Services, LLC, with the recurring-fee model described as subscription-like. Pricing is not publicly disclosed, and the firm funnels prospects through complimentary initial consultations. Go-to-market is consultative and relationship-driven, supported by an 'Introduce us' referral program, a presence on Facebook, Instagram, and LinkedIn, and published market and economic insights. The firm serves a single geographic market (Nevada, USA) from one physical location.
Adaptive Wealth Partners firmographics
Firmographics- Name
- Adaptive Wealth Partners
- Legal name
- Adaptive Wealth Partners
- Website
- https://adaptivewealthpartners.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Adaptive Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC that provides financial planning, investment management, retirement, estate planning, and insurance solutions to affluent individuals and families in the Las Vegas metropolitan area.
- Ownership category
- akta.pro rank
Adaptive Wealth Partners industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Adaptive Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Henderson
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Adaptive Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Wealth Management Advisory Fees: The firm operates as a private wealth advisory practice providing financial planning and investment advisory services. Revenue is generated through advisory fees associated with comprehensive financial planning, investment management, and related wealth management services offered through Ameriprise Financial Services, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary initial consultation available |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Adaptive Wealth Partners product offering
Product offeringCore offering
Adaptive Wealth Partners is a private wealth advisory practice that delivers personalized financial planning, investment management, retirement planning, estate planning, and insurance solutions to affluent individuals and families. Operating under Ameriprise Financial Services, LLC, the firm coordinates multiple financial strategies and professional relationships through a research-driven, consultative advisory model supported by digital financial tools and calculators.
Product overview
Adaptive Wealth Partners is a private wealth advisory practice offering a single integrated suite of financial services. The core offering is personalized financial planning and advisory services, supplemented by digital financial tools, financial calculators, and access to Ameriprise's comprehensive solutions including banking, investing, insurance, and annuities. The practice operates as a branded channel within Ameriprise Financial Services, LLC, providing clients with coordinated financial guidance delivered through digital tools and one-on-one advisory relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning and Advisory Services Comprehensive personalized financial planning and wealth advisory services delivered through a research-driven approach, helping affluent individuals and families build wealth and achieve coordinated financial futures. Includes retirement, estate, and insurance planning integrated with investment management.
Companies that use Adaptive Wealth Partners
Customer profileSegments1 record
Ideal customer profiles1 record
Adaptive Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Adaptive Wealth Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Ameriprise Financial Services, LLCcoreAdaptive Wealth Partners operates as a private wealth advisory practice of Ameriprise Financial Services, LLC. This is a franchise/advisor relationship where the firm functions as an authorized Ameriprise practice, leveraging the parent company's brand, products, platforms, and compliance infrastructure. Ameriprise Financial has over 130 years of experience in personalized financial planning and offers a comprehensive suite of solutions including banking, investing, insurance, and annuities.
Recent moves4 records
Expansion highlights3 records
Adaptive Wealth Partners competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent registered investment advisor offering comprehensive financial planning, investment management, tax, estate, and retirement services to affluent and HNW clients. Directly comparable in offering a single integrated wealth advisory platform to complex-affluent households, though at significantly greater scale.
- Fisher Investments: Large independent RIA providing discretionary investment management and financial planning services primarily to HNW individuals and families. Comparable in target affluent clientele and advisory fee model, though notably larger and with a more investment-management-led positioning.
- Cambridge Investment Research: Independent broker-dealer supporting affiliated financial advisors who deliver financial planning and wealth management to individuals and families. Comparable in the affiliated-advisor practice model and comprehensive wealth offering to mass-affluent clients.
- Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment management, tax, estate, and retirement services to HNW and ultra-HNW clients. Highly comparable comprehensive planning-led, multi-professional coordination model for affluent families, though substantially larger.
Others
- LPL Financial: Largest independent broker-dealer in the U.S., providing the platform, products, and compliance infrastructure that supports thousands of independent financial advisors. Highly comparable in providing the same 'affiliated advisor practice' wrapper that Ameriprise provides to Adaptive Wealth Partners, but as an enabling platform rather than a directly competing practice.
Broad incumbents
- Raymond James Financial: Broker-dealer and wealth manager with an affiliated-advisor model providing financial planning, investment management, retirement, and banking solutions to individuals and families. Highly comparable practice-affiliation structure and comprehensive wealth services mix.
- Ameriprise Financial: Parent/affiliated brand of Adaptive Wealth Partners; a major publicly traded wealth and asset manager offering comprehensive financial planning, investment, insurance, and banking products through affiliated advisor practices and direct channels. Directly comparable in business model and target client base (mass-affluent to HNW), but at vastly larger scale.
- Edward Jones: National broker-dealer with a branch-based advisor model serving individual investors with financial planning, investments, and retirement solutions. Highly comparable in that advisors operate local practices under a strong parent brand, targeting mass-affluent and HNW households with consultative, relationship-led advice.
- Charles Schwab Wealth Advisory: Schwab's dedicated wealth advisory service providing financial planning and investment management to HNW clients, leveraging the Schwab brand, custody, and product platform. Highly comparable in comprehensive HNW offering, though with a national, digitally enabled delivery model.
- Merrill Lynch Wealth Management: Bank of America's wealth management division providing financial planning, investment, banking, and insurance solutions to affluent and HNW clients through an advisor-led model. Comparable in comprehensive wealth services for affluent households under a strong parent brand, though at far greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Adaptive Wealth Partners social profiles
Digital presenceAdaptive Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Adaptive Wealth Partners leadership team
Management profileNumber of profiles
Profiles1 record
Adaptive Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Adaptive Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Adaptive Wealth Partners
What does Adaptive Wealth Partners do?
Adaptive Wealth Partners is a private wealth advisory practice that delivers personalized financial planning, investment management, retirement planning, estate planning, and insurance solutions to affluent individuals and families. Operating under Ameriprise Financial Services, LLC, the firm coordinates multiple financial strategies and professional relationships through a research-driven, consultative advisory model supported by digital financial tools and calculators.
Is Adaptive Wealth Partners a public or private company?
Adaptive Wealth Partners is a private company. It is classified as corporate owned and is currently operating.
When was Adaptive Wealth Partners founded?
Adaptive Wealth Partners was founded in 2020. It employs 1 to 10 people.
Where is Adaptive Wealth Partners based?
Adaptive Wealth Partners is headquartered in Henderson, United States, in the North America region.
How does Adaptive Wealth Partners make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Adaptive Wealth Partners's main competitors?
Direct peers on record are Creative Planning, Fisher Investments, Cambridge Investment Research and Mariner Wealth Advisors. LPL Financial is listed as an others. Broad incumbents are Raymond James Financial, Ameriprise Financial, Edward Jones, Charles Schwab Wealth Advisory and Merrill Lynch Wealth Management.
Does Adaptive Wealth Partners have an API?
No public API is recorded for Adaptive Wealth Partners.
What industry is Adaptive Wealth Partners in?
Adaptive Wealth Partners's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.