$24.2M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 2
Office Locations
5 Common Street Hingham MA
-- Allen TX
About Exemplar Wealth Partners LLC
Exemplar Wealth Partners is a registered investment adviser offering wealth management and financial planning for retail clients. The firm provides bespoke advice and portfolios that may use ETFs and public funds alongside cash and municipal bonds. Client access is supported via the Altruist platform (online client login).
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$835.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jonathan Radcliffe Asher
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #7874850
- Ownership
- 50% but less than 75%
Available
Available
Available
N
Nathaniel Donald Thiemann
Owner
- CRD
- #7384861
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,231,437 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,231,437 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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