# EXIT WEALTH ADVISORS, LLC

EXIT WEALTH ADVISORS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 332573
- Type: SEC-registered investment adviser
- SEC file number: 801-134540
- Location: 1040 CAMBRIDGE SQUARE, SUITE C, ALPHARETTA, GA, 30009
- Phone: 404-474-8513
- Latest filing: 2026-03-25
- Regulatory AUM: $243.2M
- Discretionary AUM: $204.1M
- Non-discretionary AUM: $39.1M
- Clients: 7
- Accounts: 582

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Min Kim | CHIEF COMPLIANCE OFFICER | — |
| Lee Heisman | CHIEF TECHONOLGY OFFICER; MEMBER | — |
| Theodore Michael Jenkin | CHIEF MARKETING OFFICER; MEMBER | — |
| Justin Farmer | CHIEF EXECUTIVE OFFICER/OWNER; MEMBER | — |
| Matthew Aaron Goldstein | CHIEF INVESTMENT OFFICER | — |
| Chelsea Paige Tankus | DIRECTOR OF CLIENT AND OPERATIONAL STRATEGIES | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BOULDER | CO | 1 | 805-404-5173 |
| ATLANTA | GA | 1 | 404-474-8513 |
| ATLANTA | GA | 1 | 404-474-8513 |
| BOULDER | CO | 1 | 805-404-5173 |
| ATLANTA | GA | 1 | 404-474-8513 |
| ATLANTA | GA | 1 | 404-474-8513 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332573/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332573/similar
- Related entities: https://search.stillhousedata.com/firm/332573/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332573

---

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.