AdvisorCensus / Financial advisors / Georgia / Atlanta / Exit Wealth Advisors
Exit Wealth Advisors
Filed as EXIT WEALTH ADVISORS · Legal name Exit Wealth Advisors, LLC
Exit Wealth Advisors is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.
Quick answers
From the filingHow is Exit Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Exit Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Exit Wealth Advisors located?
Exit Wealth Advisors' principal office is in Alpharetta, GA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Exit Wealth Advisors registered with the SEC or a state?
Exit Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 332573.
How much does Exit Wealth Advisors manage?
Exit Wealth Advisors reports $243,222,773 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (84% discretionary).
What types of clients does Exit Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (62); other (51).
Which custodians does Exit Wealth Advisors use?
Exit Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Exit Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332573
Does Exit Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Exit Wealth Advisors does impose a $2,000,000 minimum portfolio size or a minimum initial investment to open an account."
What changed in Exit Wealth Advisors' recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $2,000,000
The brochure's wording
Exit Wealth Advisors does impose a $2,000,000 minimum portfolio size or a minimum initial investment to open an account.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$243,222,773 as of October 2026, filing dated September 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Exit Wealth Advisors, LLC
- Also doing business as
- EXIT WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $187,236,544 to $243,222,773 (+30%).
- Registered or notice-filed in CA, FL, TX.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Exit Wealth Advisors (CRD 332573): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/exit-wealth-advisors-alpharetta-ga-332573