Exceptional Wealth & Family Office

RIASEC RegisteredEst. 2026

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$554K

Accounts

527

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 340444
Registered since: March 12, 2026
Website: www.exceptionalwealth.us
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI43.17%
Corporations / Businesses37.82%
Individuals18.57%
Charitable Organizations0.43%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Exceptional Wealth & Family Office is an independent, limited liability RIA that describes its client mix as both individual/family and institutional. The firm is SEC-registered (registration year listed as 2026) and reports ownership by a mix of a domestic entity and an individual. Its business model blends percentage-of-AUM billing with fixed fees and the listed advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not indicated as a multi-state adviser.