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EXODUS WEALTH, LLC

FORT LAUDERDALE, FL · CRD 174328 · IAPD ↗ · thinkfloresfinancial.com · 925-791-4444

$483.6MRegulatory AUM
51Advisory reps
53Employees
23Clients
11-25Planning clients
0Private funds
33States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — EXODUS WEALTH, LLC added office(s): 48 -> 49 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
July 2026 — EXODUS WEALTH, LLC added office(s): 47 -> 48 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2026 — EXODUS WEALTH, LLC moved its main office from SAN RAMON, CA to FORT LAUDERDALE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
April 2026 — EXODUS WEALTH, LLC notice-filed in KS, OK, TN, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — EXODUS WEALTH, LLC added office(s): 46 -> 47 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — PROSPERITY WEALTH MANAGEMENT, INC. is now doing business as EXODUS WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2025 — PROSPERITY WEALTH MANAGEMENT, INC. notice-filed in IA, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — PROSPERITY WEALTH MANAGEMENT, INC. reported RAUM up 82% ($243.4M -> $442.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
May 2024 — PROSPERITY WEALTH MANAGEMENT, INC. changed its website from thinkpwm.com to thinkfloresfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
April 2024 — PROSPERITY WEALTH MANAGEMENT, INC. notice-filed in AR, AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — PROSPERITY WEALTH MANAGEMENT, INC. added office(s): 42 -> 46 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — PROSPERITY WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — PROSPERITY WEALTH MANAGEMENT, INC. now reports custody of client assets ($110.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.