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| an Exceptional Life Financial LLC
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|---|---|
| CRD # | 288742 |
| SEC # | 801-123528 |
| CIK # | |
| AUM | 258.9 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 317-941-6492 |
| Address | 5455 W 86th St Indianapolis, IN 46268 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 51.0 |
| (b) Individuals (high net worth individuals) | 53 | 204.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 258.9 |
| By Discretionary | ||
| Discretionary | 941 | 255.7 |
| Non-Discretionary | 8 | 3.3 |
| Total | 949 | 258.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.9 | |
| Total | 949 | 258.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Wealth Conservancy Inc
✚
|
CO | 260.0 M |
|
Archetype Advisors LLC
✚
|
PA | 260.0 M |
|
Storyone LLC
✚
|
KS | 259.4 M |
|
Braeburn Wealth Management LLC
✚
|
MI | 259.4 M |
|
Davis Capital Management LLC
✚
|
FL | 259.0 M |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 258.7 M |
|
Redwood Family Wealth LLC
✚
|
TX | 258.5 M |
|
McDonough Capital Management Inc
✚
|
FL | 258.2 M |
|
Koenig Investment Advisory LLC
✚
|
OR | 258.2 M |
|
Schaeffer Financial LLC
✚
|
MD | 257.7 M |