A complete list of active advisors currently associated with Exemplar Wealth Advisors, LLC
Warmer can help you find a great advisor at Exemplar Wealth Advisors, LLC or one who fits your needs even better.
Exemplar Wealth Advisors, LLC provides portfolio management and financial planning for individuals, high‑net‑worth individuals and charitable organizations, and also invests client assets in private equity, real estate funds, REITs, venture capital and other pooled vehicles for accredited investors. The firm documents client goals and risk tolerances in an Investment Policy Statement and offers discretionary management with ongoing portfolio monitoring. The firm’s investment approach combines charting, cyclical, fundamental, quantitative and technical analysis under a long‑term trading orientation and modern portfolio theory, and it routinely allocates all or portions of client portfolios to third‑party managers. Brochure disclosures identify current third‑party relationships with SMArtX Advisory Solutions and ORION and describe a due‑diligence process the firm uses before referring clients. Exemplar’s structure is atypical for an investment manager: a management person is a registered representative of an affiliated broker‑dealer that develops and distributes private equity offerings, and the firm discloses affiliations with law firms, litigation‑finance entities and personnel engaged in real estate investing. These outside business activities and related conflicts are disclosed in the brochure (the ADV does not report criminal, civil, administrative or SRO proceedings), and the firm states it will manage such conflicts while receiving its advisory fee in addition to fees charged by selected third‑party managers.
To learn more about the advisors currently working at Exemplar Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Exemplar Wealth Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Fairfield, CA
| 3
| |
Phoenix, AZ
| 14
| |
Oak Park, IL
| —
|
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