# EXOS WEALTH STRATEGIES, LLC

EXOS WEALTH STRATEGIES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 310869
- Type: SEC-registered investment adviser
- Phone: 832-844-9388
- Latest filing: 2024-08-29
- Regulatory AUM: $30.1M
- Discretionary AUM: $30.1M
- Clients: 5
- Accounts: 132

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310869/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310869/similar
- Related entities: https://search.stillhousedata.com/firm/310869/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310869

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.