Chief Operating Officer · Exit Wealth Advisors
Lee Heisman
CRD 7971583 · Named on Form ADV at one SEC-registered adviser
At a glance
Exit Wealth Advisors, an SEC-registered wealth manager based in Alpharetta, GA with $243 million in regulatory assets, lists Lee Heisman on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Exit Wealth AdvisorsChief Operating OfficerWealth manager · Alpharetta, GA · $243M in regulatory assets
AtlasMembers
Lee’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Theodore M. JenkinChief Executive Officer, Exit Wealth Advisors
- Matthew A. GoldsteinChief Investment Officer, Exit Wealth Advisors
- Chelsea P. TankusDirector of Client and Operational Strategies, Exit Wealth Advisors
- Kevin M. KimChief Compliance Officer, Exit Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.