Timothy Bock
Adaptive Wealth Engineering · Las Vegas, Nevada
Timothy Bock is a fee-only financial advisor at Adaptive Wealth Engineering in Las Vegas, Nevada. Timothy 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.
Request an introduction to Timothy →
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 CA, NV, TX · CRD 1031820 |
| Exams passed | Series 63 (1982) · Series 65 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.aweadvisors.com |
| Profile |
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
Is Timothy Bock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, Adaptive Wealth Engineering, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Bock based?
Timothy Bock is based in Las Vegas, Nevada.
What does Timothy specialize in?
Timothy's specialties include tax planning, equity compensation and physicians & residents. Timothy works with founders, executives, physicians, retirees and high earners.
Is Timothy Bock registered with the SEC?
Yes. Timothy Bock is registered as an investment adviser representative in CA, NV and TX (CRD 1031820), 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 Timothy Bock?
Through Timothy'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.
See something wrong? Request a correction. Read our methodology.