Exodus Wealth, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 174328
· SEC file 801-101485
· Fort Lauderdale, FL
· thinkfloresfinancial.com
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ADV data as of Jul 08, 2026
- Regulatory AUM
- $484M
- Discretionary
- $484M
- Clients
- 2,249
- Avg AUM / client
- $215K
- Accounts
- 3,055
- Employees
- 53
AUM over time
$20.0M
$484M
Jul 2, 2015
Jul 8, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,162 | $368M | 76.2% |
| High net worth individuals | 57 | $106M | 21.9% |
| Pension and profit sharing plans | 20 | $6.8M | 1.41% |
| Charitable organizations | 10 | $2.4M | 0.49% |
People (56)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniels, Blake, William | Owner | Jan 2015 (12y) | 25% – 50% | |
| Elliot Herbert Kallen | Chief Compliance Officer And Owner | Jan 2015 (12y) | 25% – 50% | |
| Gregory John Bentley | Owner | Jan 2015 (12y) | 25% – 50% | |
| Brian Dale Daniels | Registered representative | Jan 2020 (7y) | ||
| Brian Eric Samuels | Registered representative | Jan 2020 (7y) | ||
| Brian Michael Pilon | Registered representative | Jan 2020 (7y) | ||
| Charles Albert Cerone | Registered representative | Jan 2020 (7y) | ||
| Christopher Michael Carrillo | Registered representative | Jan 2020 (7y) | ||
| Craig Joseph Wisner | Registered representative | Jan 2020 (7y) | ||
| Francis A Snyder | Registered representative | Jan 2020 (7y) | ||
| Jeffrey Kim Gin | Registered representative | CFP | Jan 2020 (7y) | |
| Jeremy Dale Tyler | Registered representative | CFP Chartered Financial Consultant | Jan 2020 (7y) | |
| Jim Bryan Pulley | Registered representative | Jan 2020 (7y) | ||
| Joseph John Matusz | Registered representative | Jan 2020 (7y) | ||
| Joseph Patrick Kirlin | Registered representative | Chartered Financial Consultant | Jan 2020 (7y) | |
| Kenneth Alan Wessels | Registered representative | Jan 2020 (7y) | ||
| Lloyd George Etheredge | Registered representative | Jan 2020 (7y) | ||
| Peter Nicholas Xenias | Registered representative | CFP Chartered Financial Consultant | Jan 2020 (7y) | |
| Robert Edward Skinner | Registered representative | Jan 2020 (7y) | ||
| Thomas Bell Rutter | Registered representative | Jan 2020 (7y) | ||
| Daniel Allen Dague | Registered representative | Jan 2020 (7y) | ||
| Joseph Jeffry D'urso | Registered representative | Jan 2020 (7y) | ||
| Matthew George Obrien | Registered representative | Jan 2020 (7y) | ||
| Michael Basilio Calco | Registered representative | CFP | Jan 2020 (7y) | |
| Michael Girard Deluca | Registered representative | Jan 2020 (7y) | ||
| Michael Ray Mcpeek | Registered representative | Jan 2020 (7y) | ||
| Ronald Edwin Merrill | Registered representative | Jan 2020 (7y) | ||
| Stephen Hinant Hecker | Registered representative | Jan 2020 (7y) | ||
| Todd Clinton Wirick | Registered representative | Jan 2020 (7y) | ||
| Tony Vincent Sonsini | Registered representative | Jan 2020 (7y) | ||
| William Mark Thomson | Registered representative | Jan 2020 (7y) | ||
| Cynthia Pellegrino | Registered representative | Feb 2020 (6y) | ||
| Mark Andrew Young | Registered representative | Mar 2020 (6y) | ||
| Daniel Weimer | Registered representative | CFP | May 2020 (6y) | |
| Kathleen Faith Fereday | Registered representative | Jul 2020 (6y) | ||
| Nicole Eileen Brewer | Registered representative | Feb 2021 (6y) | ||
| Bruce Richmond Sinclair | Registered representative | Apr 2021 (5y) | ||
| Lee Allan Abramovitz | Registered representative | Jul 2021 (5y) | ||
| Patricia Rose Piatt | Registered representative | Feb 2022 (4y) | ||
| Mark D Lind | Registered representative | Jun 2023 (3y) | ||
| Mathew Albert Lind | Registered representative | Jan 2024 (3y) | ||
| Jude Anthony Viator | Registered representative | Dec 2024 (2y) | ||
| James S Young | Registered representative | Jul 2025 (1y) | ||
| Bruce Lee Musselman | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Lauren Ann Gidley | Registered representative | Jan 2026 (1y) | ||
| Kelly Gene Burke | Registered representative | Feb 2026 (1y) | ||
| Kenneth Wayne Miller | Registered representative | Feb 2026 (0y) | ||
| Philip Charles Miller | Registered representative | Feb 2026 (0y) | ||
| Wesley Jordan Mattox | Registered representative | CFA | Mar 2026 (0y) | |
| Mitchell Lee Whitenack | Registered representative | Mar 2026 (0y) | ||
| Christopher Richard Ferrer | Registered representative | Mar 2026 (0y) | ||
| Ryan J Wolverton | Registered representative | Mar 2026 (0y) | ||
| Kimberly Evelyn Mcmillion | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Ethan J Scharf | Registered representative | Jun 2026 (0y) | ||
| Roy Leonard Mattox | Registered representative | Jun 2026 (0y) | ||
| John J Meo | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $484M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗