Exodus Wealth, LLC

• A percentage of assets under your management
• Hourly charges
• 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

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$483,606,925 as of October 2026, filing dated July 8, 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

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

21ST CENTURY WEALTH & INSURANCE SERVICES, ABRAMOVITZ WEALTH MANAGEMENT, BUCKEYE TAX AND FINANCIAL SERVICES, INC., C.M. CARRILLO FINANCIAL ADVISING, DIGNITY TAX SERVICES, ETHEREDGE INSURANCE, LLC, FINANCIAL VISION GROUP, FLORES FINANCIAL, FORTUNE FINANCIAL SERVICES, GOLDEN TRIANGLE FINANCIAL SERVICES, HECKER ADVISORY GROUP, INC., HIGHLAND CAPITAL FINANCIAL CONSULTING LLC, INTERSTATE FINANCIAL SERVICES, INC., LIFE GOALS FINANCIAL, LIFE-WORK PLANNING CORPORATION, LIND FINANCIAL SERVICES, MARK YOUNG & ASSOCIATES, MILLER FINANCIAL GROUP, PIVOTAL FINANCIAL, PROSPERITY WEALTH MANAGEMENT, PULLEY INSURANCE & FINANCIAL SERVICES, RETIREMENT SOLUTIONS, SINCLAIR FINANCIAL SERVICES, SNYDER WEALTH ADVISORS, LLC, SYMMETRY WEALTH MANAGEMENT, THE O'BRIEN GROUP, WISE WEALTH ASSET MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 53. Performing investment advisory functions: 51.

Wrap fee program participation

No.

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.

Other offices (Schedule D, Section 1.F)

29 other offices, as of the August 2026 filing

Alexandria, VABossier City, LACocoa, FLConcord, NCElsah, ILHowell, MILancaster, PALee, MALondonderry, NHMars, PANew Brighton, PANorth Canton, OHNorth Versailles, PAOlmstead Township, OHPittsburg, PAPort Orchard, WARocky Hill, CTSan Diego, CASan Ramon, CASchwenksville, PASeattle, WASouderton, PASpringfield, MOStateline, NVToledo, OHWaterville, MEWestminster, MDWichita Falls, TXWilliamsville, NY

States registered or notice-filed

33 states or jurisdictions

ARAZCACOCTDEFLGAIAILKSLAMAMDMEMIMNMOMSNCNHNJNVNYOHOKPASCTNTXVAWAWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $177,433,437 in the October 2021 data and $483,606,925 in the October 2026 data, up 173%.

Total employees: 61 in October 2021 and 53 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Added the business name Miller Financial Group.
   • Added an office in Concord, NC.
2. April 2026
   • Employees performing advisory functions went from 47 to 51.
   • Changed its legal name from Prosperity Wealth Management, Inc. to Exodus Wealth, LLC.
   • Added the business name Prosperity Wealth Management.
   • Added an office in San Ramon, CA.
   • Registered or notice-filed in KS, OK, TN, WV.
3. March 2026
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.