Falists
← Back to search

EXIT WEALTH ADVISORS

EXIT WEALTH ADVISORS, LLC

CRD 332573 · SEC 801-134540

Visit website

1040 CAMBRIDGE SQUARE, SUITE C, ALPHARETTA, GA, 30009, United States

Phone

404-474-8513

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$243.2M

Discretionary AUM

$204.1M

Team

7 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals108$48.2M
High net worth individuals62$152.0M
Corporations/business entities8$3.9M

States served

CA, CO, GA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD