Overview
Assets Under Management: $243 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 62
Average Client Assets: $2.5 million
Frequently Asked Questions
EXIT WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332573), EXIT WEALTH ADVISORS is subject to fiduciary duty under federal law.
EXIT WEALTH ADVISORS is headquartered in ALPHARETTA, GA.
EXIT WEALTH ADVISORS serves 62 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, EXIT WEALTH ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EXIT WEALTH ADVISORS manages $243 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, EXIT WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.48%
Average Client Assets: $2.5 million
Total Client Accounts: 582
Discretionary Accounts: 531
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 332573
Filing ID: 2067115
Last Filing Date: 2026-03-25 16:30:56