Brandon Cruz
Adaptive Wealth Engineering · Las Vegas, Nevada
Brandon Cruz is a fee-only financial advisor at Adaptive Wealth Engineering in Las Vegas, Nevada. Brandon focuses on tax planning, equity compensation and physicians & residents. Adaptive Wealth Engineering reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- High earners
Facts
| Firm | Adaptive Wealth Engineering |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $214.0M across 414 accounts |
| SEC registration | Investment adviser representative in NV · CRD 7130338 |
| Exams passed | Series 66 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.aweadvisors.com |
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Questions about Brandon
Is Brandon Cruz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Adaptive Wealth Engineering reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Adaptive Wealth Engineering, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Cruz based?
Brandon Cruz is based in Las Vegas, Nevada.
What does Brandon specialize in?
Brandon's specialties include tax planning, equity compensation and physicians & residents. Brandon works with founders, executives, physicians, retirees and high earners.
Is Brandon Cruz registered with the SEC?
Yes. Brandon Cruz is registered as an investment adviser representative in NV (CRD 7130338), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adaptive Wealth Engineering manage?
Adaptive Wealth Engineering reports $214.0M across 414 accounts in assets under management.
How do I contact Brandon Cruz?
Through Brandon's website, www.aweadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Adaptive Wealth Engineering website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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