Exemplar Wealth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 330163
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.25%
- Individuals33.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Exemplar Wealth Partners LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management focused on smaller private client relationships. Fee arrangements include a percentage-of-AUM model and fixed fees. Exemplar reports being an active ESG investor and uses third-party managers for certain alternative allocations rather than acting as a capital allocator itself. It is state-registered in Massachusetts, Maryland, and Texas.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities33%
- Other17%
- Cash & Cash Equivalents12%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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