Exponent Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 334968
- Registered since
- March 26, 2025
- Website
- www.exponentwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.72%
- Individuals21.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Exponent Wealth LLC is an independent registered investment adviser formed as an LLC and first SEC-registered in 2025. The firm is individually owned and positions itself as a capital allocator for high-net-worth individuals and families. Its client work is fee-based on a percentage of assets under management and centers on financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third-party advisers. Exponent does not describe itself as an active ESG investor and is not identified as a pension consultant or related adviser.
Assets & Accounts
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
- Private Funds34%
- Exchange Traded Equities33%
- Other12%
- State & Local Bonds8%
- US Government Bonds7%
Contacts
3 of 7
Laura Caler
AssociateCRD 5257072
Nicholas Olsen
Senior AnalystCRD 7996312
Joseph Adair
Partner, Financial AdvisorCRD 7069793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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