Exit Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 25, 2026, reports $243M in regulatory assets under management, 7 employees, 3 offices, and 582 accounts.
Assets Under Management
$243M
Employees
7
Offices
3 offices
Total Clients
229
Primary office
ALPHARETTA, GA
1040 CAMBRIDGE SQUARE, SUITE C, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.2% of total clients.
Top client categories% of clientsClients
1
Individuals
47.2%
108
2
HNWI
27.1%
62
3
ANNUITIES, 401KS, ETC.
22.3%
51
4
Corporations
3.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 25, 2026
Discretionary83.9%
$204M
84% of total RAUM83.9%
Non-discretionary16.1%
$39M
16% of total RAUM16.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$243M
Total Accounts582
10Y AUM Change+$56M (+29.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.