EXIT WEALTH ADVISORS
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 332573
- Registered since
- November 17, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.48%
- Individuals19.82%
- Other16.09%
- Corporations / Businesses1.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Exit Wealth Advisors is an independent registered investment advisor organized as a limited liability company and SEC-registered in 2025. The firm acts as a capital allocator and serves both individual/family and institutional clients. Advisory services documented on the ADV include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines percentage-of-AUM charges and fixed fees. The firm lists an affiliation with an insurance company and ownership described as a mix of a domestic entity and an individual.
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds44%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Sovereign Bonds2%
Owners & executives
3 of 5THEODORE JENKIN
Chief Marketing OfficerCRD 2169338
Lee Heisman
CEOCRD 7971583
Justin Farmer
Chief Executive OfficerCRD 7971636
Contacts
1 of 1Chelsea Tankus
Director of Client RelationsCRD 6766596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$127M in ETFs
95%
$121M
3%
$6.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $41.9M | 832,449 | 33.10% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1040 Cambridge Sq
- Time zone
- ET (UTC-5)
- Office locations
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