Exodus Wealth, LLC
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
FINTRXOverview
Exodus Wealth, LLC is an SEC-registered wealth manager organized as an LLC and active since 2015. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses in-house advice together with third-party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as a registered representative of a broker-dealer and as an insurance broker. Its fee mix includes asset-based fees, hourly charges, and fixed fees. Exodus Wealth does not position itself as an ESG investor and is not listed as a multi-state adviser on its filings. The firm was named among "50 Growers Across America" by Citywire in 2025.
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 Funds57%
- Exchange Traded Equities32%
- Cash & Cash Equivalents11%
Owners & executives
2 of 2
Wesley Mattox
Chief Technical StrategistCRD 6332844
Mitch Whitenack
Chief Operating OfficerCRD 4794021
Contacts
3 of 50
Lauren Gidley
PresidentCRD 1951920
Brian Pilon
Investment Adviser RepresentativeCRD 363666
Mathew Lind
Investment Adviser RepresentativeCRD 5546033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 151Active vs passive
$193M in ETFs
86%
$165M
8%
$27.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $26.1M | 970,709 | 13.55% |
Location
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 2400 E Commercial Blvd
- Time zone
- ET (UTC-5)
- Office locations
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