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EXODUS WEALTH, LLC

CRD 174328File 801-101485
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$483.6M
Above cohort median (national)
Discretionary AUM
$483.6M
Clients
2,249
3,055 accounts
Employees
53
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jul 14, 2015
Principal office
2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, 33308
Phone
925-791-4444

Assets & accounts

ADV Item 5F
Total regulatory AUM
$483.6M
Discretionary AUM
$483.6M
Non-discretionary AUM
$0
Discretionary accounts
3,055
Non-discretionary accounts
0
Total accounts
3,055
AUM per client
$215K

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations10$2.4M
High net worth individuals57$106.1M
Pension and profit sharing plans20$6.8M
Individuals (other than high net worth individuals)2,162$368.4M

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
Yes
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
  • Q11E2
  • Q11E4

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees5153increased by2
Apr 1, 2026Clients1,6192,249increased by630
Apr 1, 2026AUM$442,192,443$483,606,925increased by$41,414,482
Apr 1, 2026Accounts2,8323,055increased by223
May 1, 2025
vs Oct 1, 2022
Employees5651decreased by5
May 1, 2025
vs Oct 1, 2022
DisclosuresNoYes
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients1,1231,619increased by496
May 1, 2025
vs Oct 1, 2022
AUM$232,571,980$442,192,443increased by$209,620,463
May 1, 2025
vs Oct 1, 2022
Accounts2,0992,832increased by733
Apr 1, 2022Employees6156decreased by5
Apr 1, 2022Clients1,0561,123increased by67
Apr 1, 2022AUM$177,433,437$232,571,980increased by$55,138,543
Apr 1, 2022Accounts1,0562,099increased by1,043
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EXODUS WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EXODUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.