EXIT WEALTH ADVISORS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 332573). Regulatory assets under management: $243.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| 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 |