# Exit Wealth Advisors

> 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.

- CRD: 332573
- Filed as: EXIT WEALTH ADVISORS
- Legal name: Exit Wealth Advisors, LLC
- Also doing business as: EXIT WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332573
- AdvisorCensus page: https://advisorcensus.com/firm/exit-wealth-advisors-alpharetta-ga-332573

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $2,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $243,222,773
- Discretionary: $204,080,537
- Non-discretionary: $39,142,236

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $48,214,365 |
| High net worth individuals | 62 | $151,973,821 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $3,892,351 |
| Other | 51 | $39,142,236 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Atlanta, GA
- Boulder, CO

### Websites listed on Form ADV (Item 1.I)
- exitwealth.com
- LinkedIn @exit-wealth
- LinkedIn @justin-farmer-60a14319
- LinkedIn @matthewagoldstein
- LinkedIn @theceoadvisor

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Exit Wealth Advisors (CRD 332573): Form ADV filing data as of October 2026.