EXCEPTIONAL WEALTH & FAMILY OFFICE

Phone

719-715-4179

Fax

—

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

No