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EXPONENTIAL WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in TX
#1,957
of 2,813 advisers by AUM
Average account
$2M
across 19 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
4
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

WESLEY OWEN BALES INVESTMENT ADVISORY SERVICES INC.
$32M
CROSS FINANCIAL STRATEGIES, LLC
$32M
TORO BRAVO INVESTMENT ADVISORS, LLC
AMARILLO, TX
$31M
AMPLIO WEALTH MANAGEMENT, INC.
AUSTIN, TX
$31M
BDJ WEALTH MANAGEMENT LLC
PLANO, TX
$32M
CULLUM & BURKS SECURITIES, INC.
DALLAS, TX
$31M
+2.4% 1Y

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