# Exponent Wealth LLC

> Exponent Wealth LLC is an SEC-registered investment advisory firm in Orem, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 334968
- Filed as: EXPONENT WEALTH LLC
- Also doing business as: CRESCERA WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334968
- AdvisorCensus page: https://advisorcensus.com/firm/exponent-wealth-llc-orem-ut-334968

## Quick answers

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

**Where is Exponent Wealth LLC located?**
Exponent Wealth LLC's principal office is in Orem, UT, according to its Form ADV.

**Is Exponent Wealth LLC registered with the SEC or a state?**
Exponent Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334968.

**How much does Exponent Wealth LLC manage?**
Exponent Wealth LLC reports $110,365,945 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (64% discretionary).

**What types of clients does Exponent Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (29).

**Which custodians does Exponent Wealth LLC use?**
Exponent Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Corp and Charles Schwab & Co, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Exponent Wealth LLC 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/334968

**What changed in Exponent Wealth LLC's recent Form ADV filings?**
In the October 2026 filing data: Moved from state registration to SEC registration. Registered or notice-filed in CA, CO, LA, TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Corp
- 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: $110,365,945
- Discretionary: $70,966,756
- Non-discretionary: $39,399,189

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $23,717,647 |
| High net worth individuals | 29 | $86,648,298 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, LA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crescerawealth.com
- exponentwealth.com
- LinkedIn @crescera-wealth
- LinkedIn @exponent-wealth-llc

## Changes in the filing (last 12 months)

### October 2026
- Moved from state registration to SEC registration.
- Registered or notice-filed in CA, CO, LA, TX.

### August 2026
- Added the business name Crescera Wealth.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Exponent Wealth LLC (CRD 334968): Form ADV filing data as of October 2026.