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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Summit pathway
- Established Date
- 12-18-2023
- Office Locations
- 1
Office Locations
About Exponential Wealth Management, LLC
Exponential Wealth Management is an Austin-based fiduciary advising high-net-worth families and entrepreneurs on wealth management, financial planning, investment management, and retirement, estate, and philanthropy planning. The firm emphasizes disciplined, long-term portfolios built with low-cost ETFs and index funds, and provides face-to-face guidance around liquidity events and intergenerational wealth education. It also designs employer retirement plans and serves as a named co-fiduciary; custody includes Charles Schwab.
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Custodian
Investment Themes
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Owner & Executives
RAM KOLLURI
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #707814
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,616,650 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,616,650 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,616,650
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $109,953,403 | 33.3% |
| Cash | $220,236,995 | 66.7% |
| Total | $330,190,398 | 100.0% |