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EXIT WEALTH ADVISORS

ALPHARETTA, GA · CRD 332573 · IAPD ↗ · 404-474-8513

$243.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2026 — EXIT WEALTH ADVISORS notice-filed in CA, FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — EXIT WEALTH ADVISORS reported RAUM up 30% ($187.2M -> $243.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — EXIT WEALTH ADVISORS (ALPHARETTA, GA) is newly SEC-registered with $187.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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