Exceptional Wealth & Family Office
Exceptional Wealth & Family Office is an SEC-registered wealth manager in Colorado Springs, CO with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Exceptional Wealth & Family Office: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340444, SEC 801-135545, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-04-23)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 3
- CRD
- 340444
- Ownership
- SEEGERS, TARA, NICOLE; TCS TRUST
How much AUM does Exceptional Wealth & Family Office have?
Exceptional Wealth & Family Office reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Exceptional Wealth & Family Office?
Disclosed owners and executives of Exceptional Wealth & Family Office include SEEGERS, TARA, NICOLE, TCS TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.