{
  "crd_number": 174328,
  "slug": "exodus-wealth-llc-fort-lauderdale-fl-174328",
  "primary_business_name": "EXODUS WEALTH, LLC",
  "legal_name": "EXODUS WEALTH, LLC",
  "dbas": [
    "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"
  ],
  "city": "Fort Lauderdale",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-07-14",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 483606925.0,
  "raum_discretionary": 483606925.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 53,
  "advisory_employees": 51,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2370580.0,
      "count": 10
    },
    "individuals": {
      "raum": 368370285.0,
      "count": 2162
    },
    "pension_profit_sharing": {
      "raum": 6810028.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 106056032.0,
      "count": 57
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://buckeyetaxfinancial.com",
    "https://charlescerone.com",
    "https://cmcarrillofinancialadvising.com",
    "https://goalsfinancial.com",
    "https://goldentrianglefinancialservices.com",
    "https://joedurso.net",
    "https://kenwessels.com",
    "https://lawm.org",
    "https://mattobrien.com",
    "https://millerfinancialinc.com",
    "https://nicoleebrewer.com",
    "https://prosperitywm.com",
    "https://rhsc.com",
    "https://symmetrywm.com",
    "https://thinkfloresfinancial.com",
    "https://thinkpwm.com",
    "https://yourwisewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174328",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "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?"
    },
    {
      "item": "11.E(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "FORT LAUDERDALE",
  "url": "https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328",
  "display_name": "Exodus Wealth, LLC",
  "summary": "Exodus Wealth, LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Exodus Wealth, LLC (CRD 174328): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Exodus Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Exodus Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Exodus Wealth, LLC located?",
      "a": "Exodus Wealth, LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV; the August 2026 filing also lists 29 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Exodus Wealth, LLC registered with the SEC or a state?",
      "a": "Exodus Wealth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174328."
    },
    {
      "q": "How much does Exodus Wealth, LLC manage?",
      "a": "Exodus Wealth, LLC reports $483,606,925 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Exodus Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Exodus Wealth, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Exodus Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,162); high net worth individuals (57); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Exodus Wealth, LLC use?",
      "a": "Exodus Wealth, LLC's 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."
    },
    {
      "q": "Does Exodus Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174328"
    },
    {
      "q": "What changed in Exodus Wealth, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name Miller Financial Group. Added an office in Concord, NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 177433437.0,
      "total_employees": 61,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 232571980.0,
      "total_employees": 56,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 217168317.0,
      "total_employees": 50,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 243370500.0,
      "total_employees": 50,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 442192443.0,
      "total_employees": 51,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 483606925.0,
      "total_employees": 53,
      "filing_date": "2026-07-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Miller Financial Group.",
        "Added an office in Concord, NC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2162,
      "fewer_than_5": false,
      "raum": 368370285.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 106056032.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 6810028.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2370580.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174328",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}