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Lee Heisman, LLC

Domestic EntityExit Wealth Advisors, LLC

About Lee Heisman, LLC

Lee Heisman, LLC is listed as Domestic Entity at Exit Wealth Advisors, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Exit Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lee Heisman, LLC work?

Lee Heisman, LLC is listed as Domestic Entity at Exit Wealth Advisors, LLC on SEC Form ADV.

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

Form ADV reports a beneficial ownership band of 25-50%.

Exit Wealth Advisors, LLC

TitleDomestic Entity
Ownership25-50%
Control personYes
Since2024
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