Lee Heisman
Chief Operating OfficerExit Wealth Advisors, LLCCRD 7971583
About Lee Heisman
Lee Heisman is listed as Chief Operating Officer at Exit Wealth Advisors, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%. Lee Heisman is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Exit Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lee Heisman work?
Lee Heisman is listed as Chief Operating Officer at Exit Wealth Advisors, LLC on SEC Form ADV.
How much of Exit Wealth Advisors, LLC does Lee Heisman own?
Form ADV reports a beneficial ownership band of Under 5%.
Exit Wealth Advisors, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Exit Wealth Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |