Exodus Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Exodus Wealth reports 2,249 clients. They include 2,162 individual clients, 57 high-net-worth individuals, and 20 pension and profit-sharing plans. Of its assets, 100.0% ($484M across 3,055 accounts) are managed with discretion. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 76% |
| High-net-worth individuals | 3% | 22% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,162 | $368M | 76.2% | $170K |
| High-net-worth individuals | 57 | $106M | 21.9% | $1.86M |
| Pension and profit-sharing plans | 20 | $6.81M | 1.4% | $341K |
| Charitable organizations | 10 | $2.37M | 0.5% | $237K |
| Total | 2,249 | $484M | 100% | $215K |
- Clients
- 2,162
- Regulatory AUM
- $368M
- AUM share
- 76.2%
- Avg. per client
- $170K
- Clients
- 57
- Regulatory AUM
- $106M
- AUM share
- 21.9%
- Avg. per client
- $1.86M
- Clients
- 20
- Regulatory AUM
- $6.81M
- AUM share
- 1.4%
- Avg. per client
- $341K
- Clients
- 10
- Regulatory AUM
- $2.37M
- AUM share
- 0.5%
- Avg. per client
- $237K
Total
- Clients
- 2,249
- Regulatory AUM
- $484M
- AUM share
- 100%
- Avg. per client
- $215K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Exodus Wealth charges 1.20%–2.00% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly at $250, or flat fees generally up to $10,000; negotiable. Direct-billed clients pay a 50% retainer, never above $1,200 when services are six months or more away.
Exodus Wealth LLC owns 75% or more of Exodus Wealth and is in turn owned by Kelly Burke (50–75%). Kelly Burke is CEO. It has 53 employees, 51 of them in advisory roles.
Staff
- 53 employees
- 51 in advisory functions
- 53 state-registered reps
- 40 broker-dealer reps
- 40 insurance agents
- Owns 75% or more of Exodus Wealth, LLC
Exodus Wealth LLC
Control person · since February 2026
- Owns 50% to 75% of Exodus Wealth LLC
Kelly Burke
Control person · since February 2026
Exodus Wealth’s regulatory assets grew 2.7× from $177M (July 2021) to $484M (July 2026); clients rose from 1,056 to 2,249 and employees fell from 61 to 53.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $484M | 2,249 | 53 | 50 |
| Mar 2025March 2025 | $442M | 1,619 | 51 | 47 |
| Jun 2024June 2024 | $243M | 1,611 | 50 | 47 |
| Jul 2023July 2023 | $217M | 1,330 | 50 | 43 |
| Mar 2022March 2022 | $233M | 1,123 | 56 | 43 |
| Jul 2021July 2021 | $177M | 1,056 | 61 | 44 |
Besides its headquarters, Exodus Wealth has 49 offices (21 private residences, listed without an address), with 30 listed addresses across 19 states.
Pennsylvania · 7 listed addresses
- 278 Freeport RD, Pittsburg
- 134 Majestic Drive, Mars
- 300 Harleysville Pike, Souderton
- 1010 Third Avenue, New Brighton
- 571 Neiffer Road, Schwenksville
- 653 West Chestnut St, Lancaster
- 616 Lincoln Hwy, North Versailles
Ohio · 3 listed addresses
- 6000 Renaissance Place, Toledo
- 7172 Columbia RD, Olmstead Township
- 1202 N. Main Street, North Canton
California · 2 listed addresses
- 2415 San Ramon Valley BLVD., San Ramon
- 9845 Erma RD., San Diego
Florida · 2 listed addresses
- 2400 East Commercial Boulevard, Suite 706, Fort LauderdaleHQ
- 11 Riverside DR., Cocoa
Washington · 2 listed addresses
- 4732 45th Ave. Ne, Seattle
- 7293 E. Taylor St., Port Orchard
Connecticut · 1 listed address
- 750 Old Main St., Rocky Hill
Illinois · 1 listed address
- 19 Valley St., Elsah
Louisiana · 1 listed address
- 4803 Benton RD., Bossier City
Maine · 1 listed address
- 143 Silver St., Waterville
Maryland · 1 listed address
- 401 E Main St., Westminster
Massachusetts · 1 listed address
- 335 Greylock St., Lee
Michigan · 1 listed address
- 915 N Michigan Ave, Howell
Missouri · 1 listed address
- 901 E. Saint Louis St., Springfield
Nevada · 1 listed address
- 311 Tramway DR., Stateline
New Hampshire · 1 listed address
- 75 Gilcreast RD., Londonderry
New York · 1 listed address
- 8201 Main St., Williamsville
North Carolina · 1 listed address
- 400 Penny Lane, Concord
Texas · 1 listed address
- 3415 McNiel Avenue, Wichita Falls
Virginia · 1 listed address
- 1111 Queen St., Alexandria
Other business names
Exodus Wealth has reported 27 other business names to the SEC.
- 21st Century Wealth & Insurance Services
- Abramovitz Wealth Management
- Buckeye Tax and Financial Services, Inc.
- C.M. Carrillo Financial Advising
- Dignity Tax Services
- Etheredge Insurance, LLC
- Financial Vision Group
- Flores Financial
- Fortune Financial Services
- Golden Triangle Financial Services
- Hecker Advisory Group, Inc.
- Highland Capital Financial Consulting LLC
Show all 27 names
- Interstate Financial Services, Inc.
- Life Goals Financial
- Life-Work Planning Corporation
- Lind Financial Services
- Mark Young & Associates
- Miller Financial Group
- Pivotal Financial
- Prosperity Wealth Management
- Pulley Insurance & Financial Services
- Retirement Solutions
- Sinclair Financial Services
- Snyder Wealth Advisors, LLC
- Symmetry Wealth Management
- The O'Brien Group
- Wise Wealth Asset Management
Contact and registration details
- Legal name
- Exodus Wealth, LLC
- Headquarters
- 2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL 33308
- Website
- Not reported
- Phone
- 925-791-4444
- SEC file
- 801-101485
- Structure
- California LLC
- Fiscal year end
- December
Exodus Wealth’s named custodian for separately managed accounts is Charles Schwab ($484M). Exodus Wealth has custody of $38.7M for 294 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $484M100%
At year end, Exodus Wealth’s separately managed accounts were mostly in funds (57%) and stocks (32%). Its reported 13F holdings for the quarter ended 31 December 2025 total $300M across 251 positions; the largest are Schwab Strategic TR (8.7%), Schwab Strategic TR (8.1%) and Vanguard Index Fds (5.0%).
What the accounts hold
- Stocks32%
- Funds57%
- Cash11%
How many clients does Exodus Wealth have?
Exodus Wealth has 2,249 clients and manages $484 million for them, as of July 2026. They include 2,162 individual clients, 57 high-net-worth individuals, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Exodus Wealth offer?
Exodus Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Exodus Wealth charge?
Exodus Wealth charges 1.20%–2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Exodus Wealth use?
Exodus Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $484M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Exodus Wealth have?
Exodus Wealth has 53 investment adviser representatives registered with state securities authorities, out of 53 employees, and 51 perform investment advisory functions. 40 employees are registered representatives of a broker-dealer and 40 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Exodus Wealth invest in?
At the end of its last fiscal year, Exodus Wealth’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Exodus Wealth?
Exodus Wealth is owned through a holding company by Kelly Burke. Its direct owner is Exodus Wealth LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Exodus Wealth get paid?
Exodus Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Exodus Wealth?
Exodus Wealth’s main office is at 2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL 33308. Its phone number is 925-791-4444.