Exodus Wealth, LLC
● SEC registered since 2015CRD 174328SEC# 801-101485Fort Lauderdale, FL
Reg. AUM
$483.6M
Employees
53
Accounts
3,055
Location
Fort Lauderdale, FL
Exodus Wealth, LLC assets under management
Exodus Wealth, LLC is an SEC-registered investment adviser based in Fort Lauderdale, FL. The firm has been registered since 2015. It reports $483.6 million in regulatory assets under management and employs 53 people.
Exodus Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Exodus Wealth LLC Control | Direct Owner | Over 75% | 2026 |
| Kelly Gene Burke Control | Chief Executive Officer & Chief Compliance Officer | Under 5% | 2026 |
| Kelly Gene Burke Control | Managing Partner | 50-75% | 2026 |
Frequently asked questions
How much does Exodus Wealth, LLC manage?
Exodus Wealth, LLC reports $483.6 million in regulatory assets under management on its Form ADV.
How many employees does Exodus Wealth, LLC have?
Exodus Wealth, LLC reports 53 employees.
Where is Exodus Wealth, LLC located?
Exodus Wealth, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2015.
Does Exodus Wealth, LLC disclose fund performance?
Exodus Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL 33308 |
| Phone | 925-791-4444 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1991463 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$483.6M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$483.6Mregulatory AUM
Discretionary $483.6M