RIA Intel›Advisers›Texas›EXOS WEALTH STRATEGIES, LLC

EXOS WEALTH STRATEGIES, LLC

Advisory

TX

Data as of Aug 29, 2024 · Source: SEC Form ADV

Rank in TX

#1,979

of 2,813 advisers by AUM

Average account

$228K

across 132 accounts

AUM per adviser

$6M

5 advisers

Source: SEC Form ADV. Figures as filed Aug 29, 2024.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, AZ, FL, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

62 clients

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

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