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Lee Heisman

Chief Techonolgy OfficerExit Wealth Advisors, LLCCRD 7971583

About Lee Heisman

Lee Heisman is listed as Chief Techonolgy Officer at Exit Wealth Advisors, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%. Lee Heisman is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Exit Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lee Heisman work?

Lee Heisman is listed as Chief Techonolgy Officer at Exit Wealth Advisors, LLC on SEC Form ADV.

How much of Exit Wealth Advisors, LLC does Lee Heisman own?

Form ADV reports a beneficial ownership band of Under 5%.

Exit Wealth Advisors, LLC

TitleChief Techonolgy Officer
OwnershipUnder 5%
Control personYes
Since2024
View Exit Wealth Advisors, LLC →

Exit Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2024
View Exit Wealth Advisors, LLC →