Exponent Wealth LLC

Overview

Exponent Wealth LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm positions itself as a capital allocator for individual and family clients, charging both a percentage-of-AUM fee and fixed fees. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm is newly formed and reports that it is not an active ESG investor and does not identify as a multi‑state adviser. Exponent Wealth’s business model emphasizes manager selection and access to outside strategies, indicating that implementing third‑party managers and curated external funds is a material part of how it constructs client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives