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| Exit Wealth Advisors LLC
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|---|---|
| CRD # | 332573 |
| SEC # | 801-134540 |
| CIK # | 0002082744 |
| AUM | 243.2 M (2026-03-25) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-474-8513 |
| Address | 1040 Cambridge Square Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002082744 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 10.6 | ||
| Tesla Motors Inc | 8.6 | ||
| Apple Inc | 6.3 | ||
| Nvidia Corp | 6.2 | ||
| Microsoft Corp | 6.0 | ||
| Grayscale Bitcoin MINI Trust BTC | 4.0 | ||
| Amazon Com Inc | 3.9 | ||
| iShares Silver Trust | 3.4 | ||
| Altria Group Inc | 3.1 | ||
| Chevron Corp | 2.8 | ||
| Bristol Myers Squibb Co | 2.7 | ||
| Exelixis Inc | 2.7 | ||
| Arista Networks Inc | 2.3 | ||
| United States Gasoline Fund LP | 2.1 | ||
| Lam Research Corp | 1.8 | ||
| United States Oil Fund LP | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Bitwise 10 Crypto Index Fund | 1.5 | ||
| Perth MINT Physical Gold ETF | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 48.2 |
| (b) Individuals (high net worth individuals) | 62 | 152.0 |
| (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 | 0 | 0.0 |
| (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 | 8 | 3.9 |
| (n) Other | 51 | 39.1 |
| Total | 582 | 243.2 |
| By Discretionary | ||
| Discretionary | 531 | 204.1 |
| Non-Discretionary | 51 | 39.1 |
| Total | 582 | 243.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.2 | |
| Total | 582 | 243.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002082744] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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