Exponential Wealth Management, LLC

Overview

Exponential Wealth Management, LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm structures engagement around fee-based planning and portfolio management, charging a percentage of assets under management and offering hourly consulting. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm’s investment posture favors publicly traded equities as the primary allocation vehicle rather than acting as a capital allocator to outside alternative managers or operating as a multi-state adviser. The firm’s implementation approach centers on exchange-traded securities and liquid pooled products, with discretionary management in place for the entirety of reported assets. ESG investing is not identified as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices