EXEMPLAR WEALTH ADVISORS, LLC

EXEMPLAR WEALTH ADVISORS, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 322419). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 322419
• Type: Registered investment adviser
• Location: 20860 N TATUM BLVD, PHOENIX, AZ, 85050
• Phone: (602) 695-0210
• Latest filing: 2026-03-30
• Clients: 3

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search