RIA Intel›Advisers›Delaware›EXEMPLAR WEALTH PARTNERS LLC

EXEMPLAR WEALTH PARTNERS LLC

Advisory

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$836K

across 29 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, MD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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WALKERHAVEN CAPITAL MANAGEMENT, LLC

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KALA CAPITAL PARTNERS, LLC

$25M

WOOD CAPITAL INVESTMENTS LLC

$25M

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