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| Exodus Wealth LLC
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|---|---|
| CRD # | 174328 |
| SEC # | 801-101485 |
| CIK # | 0001991463, 0002078019 |
| AUM | $483.6 M (2026-06-16) |
| Employees | 53 (96% Investors, 75% Brokers) |
| Phone | 925-791-4444 |
| Address | 2400 East Commercial Boulevard Fort Lauderdale, FL 33308 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.0 | ||
| Nvidia Corp | 7.5 | ||
| Amazon Com Inc | 5.8 | ||
| Apple Inc | 4.9 | ||
| Palantir Technologies Inc | 4.9 | ||
| Alphabet Inc | 3.7 | ||
| Lilly Eli & Co | 3.6 | ||
| Facebook Inc | 2.8 | ||
| Goldman Sachs Group Inc | 2.6 | ||
| DraftKings Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,162 | 368.4 |
| (b) Individuals (high net worth individuals) | 57 | 106.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 6.8 |
| (h) Charitable organizations | 10 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,055 | 483.6 |
| By Discretionary | ||
| Discretionary | 3,055 | 483.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,055 | 483.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.6 | |
| Total | 3,055 | 483.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001991463] | |
| D | [0002078019] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vantage Point Financial LLC
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|
IL | 0.5 |
|
Graney & King LLC
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|
NY | 0.5 |
|
Altman Advisors Inc
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IL | 0.5 |
|
USAdvisors Wealth Management LLC
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MN | 0.5 |
|
Joyce Wealth Management LLC
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|
TX | 0.5 |
|
van Strum & Towne Inc
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|
CA | 0.5 |
|
Astoria Strategic Wealth Inc
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|
0.5 | |
|
Monte Financial Group LLC
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|
CT | 0.5 |
|
Genesis Private Wealth LLC
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|
VA | 0.5 |
|
Physicians Financial Services Inc
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|
NC | 0.5 |