Exit Wealth Advisors, LLC
● SEC registered since 2025CRD 332573SEC# 801-134540Alpharetta, GA
Reg. AUM
$243.2M
Employees
7
Accounts
582
Location
Alpharetta, GA
About Exit Wealth Advisors
Exit Wealth Advisors offers members-only, fee-only wealth management designed for entrepreneurs. It offers a modern private-client experience oriented around exit and wealth transitions.
Summary based on the firm’s website.
Exit Wealth Advisors, LLC assets under management
Exit Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2025. It reports $243.2 million in regulatory assets under management and employs 7 people.
Exit Wealth Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chelsea Paige Tankus | Director Of Client And Operational Strategies | Under 5% | 2025 |
| Goll, LLC Control | Domestic Entity | 50-75% | 2024 |
| Kevin Min Kim | Chief Compliance Officer | Under 5% | 2025 |
| Lee Heisman Control | Chief Operating Officer | Under 5% | 2026 |
| Lee Heisman, LLC Control | Domestic Entity | 25-50% | 2024 |
| Matthew Aaron Goldstein Control | Chief Investment Officer | Under 5% | 2025 |
| Theodore Michael Jenkin Control | Chief Executive Officer | Under 5% | 2026 |
| Lee Heisman Control | Member | Over 75% | 2024 |
| Theodore Michael Jenkin Control | Member | Over 75% | 2024 |
Frequently asked questions
How much does Exit Wealth Advisors, LLC manage?
Exit Wealth Advisors, LLC reports $243.2 million in regulatory assets under management on its Form ADV.
How many employees does Exit Wealth Advisors, LLC have?
Exit Wealth Advisors, LLC reports 7 employees.
Where is Exit Wealth Advisors, LLC located?
Exit Wealth Advisors, LLC is based in Alpharetta, GA and has been SEC-registered since 2025.
Does Exit Wealth Advisors, LLC disclose fund performance?
Exit Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1040 Cambridge Square, Suite C, Alpharetta, GA 30009 |
| Phone | 404-474-8513 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.2M▲ 30%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$243.2Mregulatory AUM
Discretionary $204.1MNon-discretionary $39.1M