Exodus Wealth LLC

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Assets, Funds, Holdings

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Exodus Wealth LLC
CRD #174328
SEC #801-101485
CIK #0001991463, 0002078019
AUM $483.6 M (2026-06-16)
Employees 53 (96% Investors, 75% Brokers)
Phone925-791-4444
Address2400 East Commercial Boulevard
Fort Lauderdale, FL 33308
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
50040030020010002010201520212027
CIK Period
0001991463 0002078019
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
Arista Networks Inc 2.5
Grayscale Bitcoin Trust BTC 2.4
Targa Resources Corp 2.2
Uber Technologies Inc 2.1
Tesla Motors Inc 2.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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
IL 0.5
Graney & King LLC
NY 0.5
Altman Advisors Inc
IL 0.5
USAdvisors Wealth Management LLC
MN 0.5
Joyce Wealth Management LLC
TX 0.5
van Strum & Towne Inc
CA 0.5
Astoria Strategic Wealth Inc
0.5
Monte Financial Group LLC
CT 0.5
Genesis Private Wealth LLC
VA 0.5
Physicians Financial Services Inc
NC 0.5
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