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Exit Wealth Advisors, LLC

● SEC registered since 2025CRD 332573SEC# 801-134540Alpharetta, GA
Export (members)
Reg. AUM
$187.2M
Employees
6
Accounts
468
Location
Alpharetta, GA

Exit Wealth Advisors, LLC assets under management

Exit Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2025. It reports $187.2 million in regulatory assets under management and employs 6 people.

Exit Wealth Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Chelsea Paige TankusDirector Of Client And Operational StrategiesUnder 5%2025
Goll, LLC ControlDomestic Entity25-50%2024
Justin Farmer ControlChief Executive Officer/OwnerUnder 5%2024
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Frequently asked questions

How much does Exit Wealth Advisors, LLC manage?

Exit Wealth Advisors, LLC reports $187.2 million in regulatory assets under management on its Form ADV.

How many employees does Exit Wealth Advisors, LLC have?

Exit Wealth Advisors, LLC reports 6 employees.

Where is Exit Wealth Advisors, LLC located?

Exit Wealth Advisors, LLC is based in Alpharetta, GA and has been SEC-registered since 2025.

Does Exit Wealth Advisors, LLC disclose fund performance?

Exit Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1040 Cambridge Square, Suite C, Alpharetta, GA 30009
Phone404-474-8513
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.9M
Non-discretionary$16.4M
Total (RAUM)$187.2M