Exos Wealth Strategies, Llc
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ADV data as of Aug 29, 2024
- Regulatory AUM
- $30.1M
- Discretionary
- $30.1M
- Clients
- 62
- Avg AUM / client
- $486K
- Accounts
- 132
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $18.0M | 59.8% |
| Pooled investment vehicles (non-investment companies) | 11 | $3.2M | 10.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.9M | 29.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Job Marcel Louimeus | Registered representative | Chartered Financial Consultant | Oct 2020 (6y) | |
| Kaylin Marie Campbell | Registered representative | Sep 2023 (3y) | ||
| Steven Brian Castro | Registered representative | Oct 2023 (3y) | ||
| Clay Michael Kazmierski | Registered representative | Nov 2023 (3y) |
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) | 08/29/2024 | 1.36 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
- • Other fees
- • RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $30.1M (100% of AUM) Aug 2024
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: Aug 29, 2024.
View current Form ADV (SEC/IAPD) ↗