Fort Lauderdale, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Exodus Wealth, LLC
Multi-team
Firm-wide stats for Exodus Wealth, LLC
About
Exodus Wealth serves individuals (including high net worth clients), trusts, estates, charitable organizations and pension/profit-sharing plans, offering asset management, financial planning and consulting, pensions consulting, and referrals to third‑party money managers. The firm provides discretionary portfolio management alongside standalone written financial plans or consulting engagements billed on an hourly or flat‑fee basis and reports managing several hundred million dollars in discretionary assets.
The firm emphasizes continuous, tailored account supervision with portfolios constructed from individual stocks and bonds, ETFs, mutual funds, options and other public and private investments, and it uses a mix of fundamental, technical and cyclical analysis across long‑term, short‑term and trading strategies. Portfolios are reviewed at least quarterly with periodic rebalancing, the firm conducts due diligence and ongoing monitoring of recommended third‑party managers, and it typically recommends Schwab as custodian while retaining discretion to select execution venues.
What sets Exodus apart from many multi‑team peers is that a number of its advisers are also registered representatives of a broker‑dealer and are licensed insurance agents, activities the brochure discloses as potential conflicts because they can result in commissionable product sales outside advisory accounts. The firm is also affiliated with other advisory and portfolio management entities and offers non‑advisory services (such as tax preparation and trust/estate legal work) through separate engagements, and it recently changed its legal structure and firm name as disclosed in its material changes.
Based on Exodus Wealth, LLC
Expertise
Based on Exodus Wealth, LLC
Location
2400 East Commercial Boulevard, Suite 706
Fort Lauderdale FL 33308
Advisors at this office
5
Advisors at this office
John M
Series 63, Series 65
Fort Lauderdale, FL
Exodus Wealth, LLC
John Meo III is a financial advisor at Exodus Wealth, LLC with one year of industry experience. He holds the Series 63 and Series 65 licenses and has prior work experience with Fortune Financial Services, Yorktown Systems Group, Meo Wealth Management, and the U.S. Army. Before his professional career, he spent four years as a soccer referee in high school. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in managing discretionary portfolios that include a variety of investments and conducts regular portfolio reviews and due diligence on recommended managers.
Ryan W
Series 63, Series 65
Ft Lauderdale, FL
Exodus Wealth, LLC
Ryan Wolverton is a financial advisor at Exodus Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services. Outside of finance, Wolverton has served with the Pompano Beach Fire Department for ten years and Boynton Beach Ocean Rescue for fourteen years. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of fundamental, technical, and cyclical analysis across various investment strategies.
Kimberly M
ChFC®, Series 63
Fort Lauderdale, FL
Exodus Wealth, LLC
Kimberly Mcmillion is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and McNally Financial Services Corporation. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with tailored portfolio strategies using a variety of investment types and analytical approaches.
Christopher F
Series 65
Ft. Lauderdale, FL
Exodus Wealth, LLC
Christopher Ferrer is a financial advisor at Exodus Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at firms including Prosperity Wealth Management, Fortune Financial Services, Kestra Advisory Services LLC, Financial Planning Services, Inc., and Integrated Financial Strategies, LLC. Before entering financial advising, Ferrer spent 16 years with the City of Pompano Beach Fire Rescue. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio management built from a variety of investment instruments and employs fundamental, technical, and cyclical analysis across multiple strategies, with regular portfolio reviews and due diligence on third-party managers.
Kelly B
Series 63, Series 65
Fort Lauderdale, FL
Exodus Wealth, LLC
Kelly Burke is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Fortune Financial Services, Inc., Kestra Investment Services LLC, LPL Financial, and Equitable Advisors. Burke is also the owner-president of Integrated Financial Strategies, LLC, an independent registered investment advisory firm. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a mix of fundamental, technical, and cyclical analysis across various investment strategies.
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