Exos Wealth Strategies, LLC

RIASEC Registered

Total AUM

$30.1M

Discretionary

$30.1M

100% of AUM

Avg account

$228K

Accounts

132

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310869
Website: exosws.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals59.76%
Pension & Profit Sharing Plans29.61%
Pooled Investment Vehicles10.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Exos Wealth Strategies, LLC is an independent registered investment advisor that provides a range of financial services to individual and institutional clients. The firm specializes in financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. It actively engages in environmental, social, and governance (ESG) investing, reflecting a commitment to sustainable investment practices. Exos Wealth Strategies operates as a limited liability company and is not classified as a capital allocator, focusing instead on advisory services.