Exit Wealth Advisors
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 332573
- Registered since
- November 17, 2025
- Website
- www.exitwealth.com
- 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 an independent, U.S.-based LLC that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm is SEC-registered (registration year 2025) and bills clients through a mix of AUM-based fees and fixed fees. Its client mix spans individual and family households as well as institutional relationships, and the firm functions as a capital allocator—sourcing third-party managers and alternative exposures on behalf of clients. Exit Wealth Advisors also lists an affiliation with an insurance company and does not report active ESG investing as part of its stated preferences.
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 4
Theodore Jenkin
Chief Marketing OfficerCRD 2169338
Matthew Goldstein
Chief Investment OfficerCRD 2637415
Kevin Kim
Chief Compliance OfficerCRD 8004229
Contacts
2 of 2
Chelsea Tankus
Director of Client RelationsCRD 6766596
Justin Farmer
Founder & Managing PartnerCRD 7971636
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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