E
$243.2M Total AUM
$204.1M Disc. AUM
-- 3Y CAGR
7 Employees
229 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2024
- Office Locations
- 2
Office Locations
1040 Cambridge Square Suite C Alpharetta GA
3800 Arapahoe AVE, Boulder CO
About Exit Wealth Advisors
Exit Wealth Advisors is an invitation-only wealth management firm focused on preserving and enhancing members’ legacies. The team provides holistic planning (tax, estate, retirement, and business succession) alongside portfolio management that includes ETFs and private fund/alternative allocations. Custodied at Charles Schwab. Founders have been featured on leading networks and publications.
Team overview
52 AVG AGE
$81.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.5 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
J
Justin Farmer
Chief Executive Officer, Owner
- CRD
- #7971636
- Ownership
- Less than 5%
Available
Available
Available
Matthew Aaron Goldstein
Chief Investment Officer
- CRD
- #2637415
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,080,537 | $384,332 |
| Non-Discretionary | $39,142,236 | $767,495 |
| Total | $243,222,773 | $417,909 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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