Exit Wealth Advisors

Overview

EXIT WEALTH ADVISORS is an SEC-registered investment adviser in ALPHARETTA, GA, registered since 2025. The firm manages $243 million in assets, $204 million on a discretionary basis. It has 7 employees and 3 investment advisers. Historical Form 13F reports for Exit Wealth Advisors, LLC. (CIK 0002082744, CRD 332573). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002082744. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-11 reports $219,618,733 in Section 13(f) long-position table value across 150 information-table rows and 150 distinct security, option and amount-type positions. Filing accessions: 0001765380-26-000340. For the quarter ended 2026-03-31, the report chain filed through 2026-05-11 reports $194,512,406 in Section 13(f) long-position table value across 131 information-table rows and 131 distinct security, option and amount-type positions. Filing accessions: 0001765380-26-000195. The five largest reported positions by table value for 2026-06-30 are: WISDOMTREE TR, $18,931,961 reported table value; TESLA INC, $10,622,265 reported table value; ISHARES GOLD TR, $8,485,210 reported table value; NVIDIA CORPORATION, $7,999,379 reported table value; APPLE INC, $7,730,536 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.