PPrivate Fund Data Log in Join · $37/mo

Matthew Aaron Goldstein

Chief Investment OfficerExit Wealth Advisors, LLCCRD 2637415

About Matthew Aaron Goldstein

Matthew Aaron Goldstein is listed as Chief Investment Officer at Exit Wealth Advisors, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

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

Frequently asked questions

Where does Matthew Aaron Goldstein work?

Matthew Aaron Goldstein is listed as Chief Investment Officer at Exit Wealth Advisors, LLC on SEC Form ADV.

How much of Exit Wealth Advisors, LLC does Matthew Aaron Goldstein own?

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

Exit Wealth Advisors, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2025