A complete list of active advisors currently associated with Exos Wealth Strategies, LLC
Warmer can help you find a great advisor at Exos Wealth Strategies, LLC or one who fits your needs even better.
Exos Wealth Strategies serves individuals, trusts, estates and retirement plans, providing discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting. The firm also acts as a sub‑adviser to other registered advisers and delivers both participant‑directed and trustee‑directed plan services. Exos constructs individualized asset allocations and primarily implements portfolios with mutual funds and exchange‑traded funds while treating cash as an asset class and conducting ongoing portfolio reviews. The firm also performs initial and ongoing due diligence on private placements and may recommend private fund investments to qualified clients, and it can operate in ERISA Section 3(21) or 3(38) capacities when engaged. Notably, Exos maintains five offices and is affiliated with private pooled vehicles — EXOS HYFI Fund, LLC and EXOS Realty Investment Fund — with an affiliated entity serving as the funds’ general partner and retaining custody of fund assets. Those affiliated fund arrangements mean the firm can recommend pooled vehicle investments and include fund interests in assets under management, and Exos discloses related conflicts and mitigation measures such as annual fund audits.
To learn more about the advisors currently working at Exos Wealth Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Spring, TX
| 6
| |
Chandler, AZ
| 22
| |
Gilbert, AZ
| 20
| |
Spring, TX
| 8
|
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