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EXETER FINANCIAL, LLC
ALKEME WEALTH, LLC
CRD 143420 · SEC 801-67719
7001 N. SCOTTSDALE ROAD, SUITE 1040, SCOTTSDALE, AZ, 85253-3644, United States
Phone
480-588-0830
Fax
480-991-3168
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$420.2M
Discretionary AUM
$418.0M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $83.4M |
| High net worth individuals | 48 | $331.5M |
States served
AZ, CA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD