Exponential Wealth Management, LLC

Overview

Exponential Wealth Management, LLC is an independent, individually owned registered investment advisor organized as an LLC. The firm focuses on high-net-worth individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes a percentage-of-AUM fee with hourly charges, indicating a blend of ongoing asset management and project-based planning work. The adviser reports a clear equity orientation and does not identify as an active ESG investor. It operates under a conventional RIA model rather than as a multi-state or related adviser structure.

Assets & Accounts

Public Holdings

Investments & Alternatives