Exemplar Wealth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 330163
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.25%
- Individuals33.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Exemplar Wealth Partners LLC is a small, independent registered investment adviser serving individual and family clients with a focus on fee-based financial planning and discretionary portfolio management. The firm emphasizes pooled public funds for core equity and fixed-income exposure and identifies ESG factors as part of its investment approach. Investment activity centers on building diversified portfolios for individuals and small businesses, using mutual funds and annuities for broad market exposure and risk management, while allocating a portion of client capital to third‑party real estate strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities33%
- Other17%
- Cash & Cash Equivalents12%
- State & Local Bonds2%
Owners & executives
1 of 1
Jonathan Asher
Chief Compliance OfficerCRD 7874850
Contacts
2 of 2
Nathaniel Thiemann
Investment Adviser RepresentativeCRD 7384861
James Chomas
OwnerCRD 7543471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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