EXEMPLAR WEALTH PARTNERS LLC

EXEMPLAR WEALTH PARTNERS LLC is an SEC-registered investment adviser (CRD 330163). Regulatory assets under management: $24.2M.

Registration

• CRD: 330163
• Type: Registered investment adviser
• Phone: (703) 765-4547
• Latest filing: 2026-02-10
• Regulatory AUM: $24.2M
• Discretionary AUM: $24.2M
• Clients: 2
• Accounts: 29

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search