Exodus Wealth, LLC

RIASEC Registered

Total AUM

$484M

Discretionary

$484M

100% of AUM

Avg account

$158K

Accounts

3,055

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 174328
Registered since: July 14, 2015
Website: prosperityfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals76.17%
HNWI21.93%
Pension & Profit Sharing Plans1.41%
Charitable Organizations0.49%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Exodus Wealth, LLC is an independent registered investment adviser and limited liability company that serves both individual/family and institutional clients. The firm is SEC-registered (registered in 2015) and operates as a capital allocator, combining fee-based advisory services with broker-dealer and insurance brokerage activities. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee structures. Exodus Wealth was included in Citywire’s 2025 "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds57%
Exchange Traded Equities32%
Cash & Cash Equivalents11%

Owners & executives

3 of 6

Philip Miller
Partner, CFOCRD 4789108
Kenneth Miller
President & CEO,CRD 1636304
Roy Mattox
Chief Market Strategist and Portfolio ManagerCRD 1729009

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Contacts

3 of 51

Nicole Brewer
Investment Advisor Representative and Registered RepresentativeCRD 5685374
Kenneth Wessels
Registered RepresentativeCRD 5081070
Brian Daniels
Investment Advisor RepresentativeCRD 5163560