CRD: 340444
Exceptional Wealth & Family Office
$292.2M Total AUM
$292.2M Disc. AUM
-- 3Y CAGR
8 Employees
206 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2026
- Office Locations
- 1
Office Locations
422 East Vermijo Avenue, Suite 200a Colorado Springs CO
About Exceptional Wealth & Family Office
Exceptional Wealth & Family Office is a Colorado Springs-based RIA. The firm has been operating for 0 years. Managing $292.2M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
45 AVG AGE
$58.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.2 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TARA NICOLE SEEGERS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6186640
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Paul D Bishop
Wealth Strategist
- CRD
- #4994860
Available
Available
Available
E
Emma Lee Haman
--
- CRD
- #7251221
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,181,992 | -- |
| Non-Discretionary | $0 | -- |
| Total | $292,181,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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