Exodus Wealth, LLC
Exodus Wealth, LLC is an SEC-registered mass-market adviser in San Ramon, CA with $483.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Exodus Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174328, SEC 801-101485, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $483.6M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- San Ramon, CA
- Employees
- 53
- Clients
- 2,249
- CRD
- 174328
- Ownership
- BALLWEG, CHARLES, A.; BENTLEY, GREGORY, JOHN; DANIELS, BLAKE, WILLIAM; BALLWEG, CHARLES, ANTHONY; KALLEN, ELLIOT, HERBERT
How much AUM does Exodus Wealth, LLC have?
Exodus Wealth, LLC reported $483.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Exodus Wealth, LLC?
Disclosed owners and executives of Exodus Wealth, LLC include BALLWEG, CHARLES, A., BENTLEY, GREGORY, JOHN, DANIELS, BLAKE, WILLIAM, BALLWEG, CHARLES, ANTHONY, KALLEN, ELLIOT, HERBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.