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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 02-09-2015
- Office Locations
- 51
Office Locations
About Exodus Wealth, LLC
Prosperity Wealth Management, Inc. provides retirement-focused financial planning and portfolio management aimed at financial independence and making work optional. The firm works with individuals and families—often retirees and professionals—on diversification, college and legacy planning, and building predictable income streams with tax-aware strategies. Lauren Gidley is the author of “Take Control of Your Financial Future.”
Team overview
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Custodian
Investment Themes
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Owner & Executives
KELLY GENE BURKE
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #2768537
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Lee Allan Abramovitz
--
- CRD
- #2489311
GREGORY JOHN BENTLEY
Principal
- CRD
- #705379
Frontier ember
Momentum vertex meridian
- CRD
- #98632
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $483,606,925 | $158,300 |
| Non-Discretionary | $0 | -- |
| Total | $483,606,925 | $158,300 |
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Separately Managed Accounts
Total SMA Asset: $483,606,925
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,104,354,627 | 23.6% |
| Equity - Exchange | $3,602,369,784 | 40.4% |
| Cash | $3,210,032,481 | 36.0% |
| Total | $8,916,756,892 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR SIGNAL | ZENITH MATRIX | 43WREGRNC | XFNPG | 12.31% | $101,467,587 |
| BEACON FOUNDATION | MERIDIAN HORIZON | Z3U2E80MS | CIJPT | 6.30% | $66,757,299 |
| BRIDGE MOMENTUM MATRIX | FUSION MOMENTUM | OQDB3F8NL | LQXB | 3.77% | $117,601,904 |
| FUSION FUSION | NORTH VERTEX | D4O4MI1RM | VLB | 0.80% | $94,501,057 |
| SIGNAL INSIGHT | TIMBER ATLAS | I1P28SFGE | WMYRI | 8.15% | $81,451,418 |
| BRIDGE CATALYST | CREST LEGACY | 98AI2PF4D | TOTS | 12.08% | $23,796,467 |
| WAVE TIMBER QUANTUM | VALUE EAGLE | OJYVZWDEJ | OJO | 7.54% | $11,388,427 |
| VECTOR PRIME QUANTUM | ELEMENT SUMMIT | G685SVO06 | NMM | 6.78% | $56,025,064 |