Matthew Aaron Goldstein
Chief Investment OfficerExit Wealth Advisors, LLCCRD 2637415
About Matthew Aaron Goldstein
Matthew Aaron Goldstein is listed as Chief Investment Officer at Exit Wealth Advisors, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Exit Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Aaron Goldstein work?
Matthew Aaron Goldstein is listed as Chief Investment Officer at Exit Wealth Advisors, LLC on SEC Form ADV.
How much of Exit Wealth Advisors, LLC does Matthew Aaron Goldstein own?
Form ADV reports a beneficial ownership band of Under 5%.
Exit Wealth Advisors, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |