# Exos Wealth Strategies, LLC

> Exos Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 29, 2024.

- CRD: 310869
- Filed as: EXOS WEALTH STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 29, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310869
- AdvisorCensus page: https://advisorcensus.com/firm/exos-wealth-strategies-llc-310869

## Quick answers

**How is Exos Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Exos Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Exos Wealth Strategies, LLC registered with the SEC or a state?**
Exos Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310869.

**How much does Exos Wealth Strategies, LLC manage?**
Exos Wealth Strategies, LLC reports $30,105,311 in regulatory assets under management in its Form ADV filing dated August 29, 2024 (100% discretionary).

**What types of clients does Exos Wealth Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Exos Wealth Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310869

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,105,311
- Discretionary: $30,105,311
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $17,992,270 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $3,200,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,913,041 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- exosws.com
- justretirenow.com
- LinkedIn @exoswealth
- LinkedIn @ianweiner1
- X @JMarcelLouimeus

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Exos Wealth Strategies, LLC (CRD 310869): Form ADV filing data as of October 2026.