EXIT WEALTH ADVISORS, LLC
Legal name: EXIT WEALTH ADVISORS
CRD #332573 SEC #801-134540 ALPHARETTA, GA 404-474-8513
SEC Registered
Total AUM
$187.2M
Discretionary
$170.9M
Employees
6
Clients
0
Accounts
468
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Farmer, Justin | I | CHIEF EXECUTIVE OFFICER/OWNER | NA | Control |
| Goldstein, Matthew, Aaron | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Heisman, Lee | I | CHIEF TECHONOLGY OFFICER | NA | Control |
| JENKIN, THEODORE, MICHAEL | I | CHIEF MARKETING OFFICER | NA | Control |
| KIM, KEVIN, MIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Tankus, Chelsea, Paige | I | DIRECTOR OF CLIENT AND OPERATIONAL STRATEGIES | NA | |
| GOLL, LLC | DE | DOMESTIC ENTITY | C | Control |
| LEE HEISMAN, LLC | DE | DOMESTIC ENTITY | C | Control |
| WALL STREET FARMER, LLC | DE | DOMESTIC ENTITY | C | Control |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (2)
CO GA
Address
1040 CAMBRIDGE SQUARESUITE C
ALPHARETTA, GA 30009
United States
Phone: 404-474-8513