Exit Wealth Advisors
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 332573
- Registered since
- November 17, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.48%
- Individuals19.82%
- Other16.09%
- Corporations / Businesses1.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Exit Wealth Advisors is a limited liability company operating as an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm describes itself as a capital allocator and serves both individual & family and institutional clients. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Exit Wealth Advisors is not an active ESG investor and lists an insurance company among its industry affiliations. The firm’s SEC registration is noted as 2025.
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds44%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Sovereign Bonds2%
Owners & executives
3 of 5
Theodore Jenkin
Chief Marketing OfficerCRD 2169338
Lee Heisman
CEOCRD 7971583
Justin Farmer
Chief Executive OfficerCRD 7971636
Contacts
1 of 1
Chelsea Tankus
Director of Client RelationsCRD 6766596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$114M in ETFs
90%
$103M
7%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $18.9M | 376,007 | 16.54% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1040 Cambridge Sq
- Time zone
- ET (UTC-5)
- Office locations
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