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RIA · CRD 310869State-Registered Investment AdviserPrivate Fund Adviser

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EXOS WEALTH STRATEGIES, LLC

EXOS WEALTH STRATEGIES, LLC is a state-registered investment adviser with $30 million in regulatory assets under management. The firm has 5 employees and 5...

Overview

EXOS WEALTH STRATEGIES, LLC is a state-registered investment adviser with $30 million in regulatory assets under management. The firm has 5 employees and 5 investment advisers. It operates with a team of 10 professionals.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at EXOS Wealth Strategies?

No named investment professionals or principals have been publicly identified for EXOS Wealth Strategies, LLC. The firm's leadership and decision-making structure are not disclosed in any accessible sources.

How does EXOS Wealth Strategies source proprietary deal flow?

There is no public information on how EXOS Wealth Strategies sources investments or generates deal flow. The firm's approach to proprietary sourcing, if any, is unknown.

What investment stages or asset classes does EXOS Wealth Strategies target?

No information exists about the target investment stages, asset classes, or sector preferences of EXOS Wealth Strategies. The firm's investment strategy is not documented in public sources.

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