Exit Wealth Advisors
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 332573
- Registered since
- November 17, 2025
- Website
- www.exitwealth.com
- 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 RIA organized as an LLC that acts both as an investment advisor and a capital allocator for individual, family and select institutional clients. The firm is SEC-registered (registered in 2025) and offers financial planning, discretionary and non-discretionary portfolio management, and selection of third-party advisers. Fee arrangements include percentage-of-AUM pricing as well as fixed fees. The firm reports an affiliation with an insurance company and is not an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$114M in ETFs
90%
$103M
7%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $18.9M | 376,007 | 16.54% |
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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