EXODUS WEALTH, LLC

Overview

Exodus Wealth, LLC is an SEC-registered limited liability company that began registration in 2015 and operates as both an advisory firm and a registered representative of a broker-dealer, with insurance brokerage capabilities. The firm positions itself as a capital allocator serving individual and family clients as well as some institutional relationships. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third‑party managers. Exodus charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and reports affiliations with a broker-dealer and other investment adviser entities. In 2025 Exodus Wealth was included on Citywire’s “50 Growers Across America” list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices