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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2020
- Office Locations
- 4
Office Locations
About Exos Wealth Strategies, LLC
EXOS Wealth Strategies is a Texas-based fiduciary RIA serving individuals and families with personalized financial planning and multi-generational portfolio management, including retirement, legacy, trust and college-savings planning. The firm also advises employers on tax-efficient, ERISA-compliant retirement plan solutions, and emphasizes real-time, on-the-go tools for clients. Custody relationships include Altruist and J.P. Morgan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOB MARCEL LOUIMEUS
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #6364731
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KAYLIN MARIE CAMPBELL
--
- CRD
- #6972243
STEVEN BRIAN CASTRO
Financial Advisor
- CRD
- #4578029
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,105,311 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,105,311 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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