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Chief Operating Officer · Adapt Wealth Advisors, LLC

Donnie W. Robinson

CRD 4970465 · Named on Form ADV at one SEC-registered adviser

At a glance

Adapt Wealth Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $469 million in regulatory assets, lists Donnie W. Robinson on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Donnie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jake T. BryantMember, Manager and Chief Executive Officer, Adapt Wealth Advisors, LLC
  • Roseann HigginsChief Compliance Officer, Adapt Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.