EXETER FINANCIAL, LLC

Legal name: ALKEME WEALTH, LLC

CRD 143420File 801-67719

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$420.2M

Below cohort median (national)

Discretionary AUM

$418.0M

Non-discretionary $2.2M

Clients

693 accounts

Employees

Above cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 5, 2007
Principal office: 7001 N. SCOTTSDALE ROAD, SUITE 1040, SCOTTSDALE, AZ, 85253-3644
Phone: 480-588-0830
Website: HTTP://WWW.EXETERFINANCIAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $420.2M
Discretionary AUM: $418.0M
Non-discretionary AUM: $2.2M
Discretionary accounts: 689
Non-discretionary accounts: 4
Total accounts: 693
AUM per client: $4.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$3.8M
High net worth individuals	48	$331.5M
Pension and profit sharing plans	Fewer than 5	$1.5M
Individuals (other than high net worth individuals)	40	$83.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.