Wealth manager, independent · Fort Lauderdale, FL
Exodus Wealth, LLC
SEC-registered investment adviser · CRD 174328 · SEC 801-101485
At a glance
Exodus Wealth, LLC is an SEC-registered investment adviser based in Fort Lauderdale, Florida, with $484 million in regulatory assets under management as of its Form ADV filed July 8, 2026. Its largest client group by assets is individuals, and it reports 2,219 individual clients. By Form ADV it is a wealth manager, ranked 2,971st of 8,915 wealth managers and 7,968th of 17,210 SEC-registered advisers by assets.
Main office 925-791-4444As filed on Form ADV
- Regulatory AUM
- $484M
- Rank among wealth managers
- #2,971 of 8,915
- Rank among all SEC RIAs
- #7,968 of 17,210
- Rank in Florida
- #431 of 1,090
- Individual clients
- 2,219
- High-net-worth clients
- 57
- Accounts
- 3,055
- Discretionary
- 100% of AUM
- Employees
- 53
- Advisory staff
- 51
- Offices
- 50
Owners and executives on its Form ADV
- Kelly G. BurkeChief Executive Officer & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Exodus Wealth, LLC is a hybrid RIA: 40 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Fortune Financial Services, Inc..
- Fortune Financial Services, Inc. ↗CRD 42150
Its Form ADV brochure (filed March 2026) names Fortune Financial Services as the broker-dealer its advisers are registered with.
Representatives of our firm are registered representatives of Fortune Financial Services, Inc., and other broker dealers who are members FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 2,162 | $368M | 76% |
| High-net-worth individuals | 57 | $106M | 22% |
| Pension and profit sharing plans | 20 | $7M | 1% |
| Charitable organizations | 10 | $2M | <1% |
Disciplinary disclosures
Exodus Wealth, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Exodus Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,531 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Exodus Wealth, LLC manage?
Exodus Wealth, LLC reports $484 million in regulatory assets under management across 3,055 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 8, 2026.
What kind of firm is Exodus Wealth, LLC?
Exodus Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Exodus Wealth, LLC’s clients?
By assets, its largest client types are individuals ($368 million, 2,162 clients); high-net-worth individuals ($106 million, 57 clients); pension and profit sharing plans ($7 million, 20 clients).
Does Exodus Wealth, LLC have any disciplinary history?
Exodus Wealth, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Exodus Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →