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EXEMPLAR WEALTH PARTNERS LLC
EXEMPLAR WEALTH PARTNERS LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved...
Overview
EXEMPLAR WEALTH PARTNERS LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in MA, MD, TX. In Form ADV filed on 2026-02-10, it reported 2 employees; 29 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
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