EXOS WEALTH STRATEGIES, LLC

EXOS WEALTH STRATEGIES, LLC is an SEC-registered investment adviser (CRD 310869). Regulatory assets under management: $30.1M.

Registration

• CRD: 310869
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310869 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search