Exponential Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,616,650
Clients
4
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$7,904,163
About
Exponential Wealth Management is a single-advisor independent investment adviser that serves high-net-worth individuals, pension and profit‑sharing plans, and charitable organizations, offering ongoing portfolio management, pension consulting (including written plan creation and money manager recommendations), and one‑time financial planning. Portfolio management is provided on a discretionary basis and implemented through individualized Investment Policy Statements that document clients’ goals, time horizons and risk tolerances.
The firm’s investment approach is long‑term, buy‑and‑hold, combining fundamental analysis, modern portfolio theory and quantitative techniques to construct diversified allocations across mutual funds, equities, ETFs, fixed income and inflation‑linked bonds. Accounts are reviewed monthly by the sole adviser and managed to seek fair and equitable allocation of investment opportunities among clients.
Noteworthy aspects relative to peers include the formal pension consulting practice—providing services to retirement plans such as monitoring managers and recommending service providers—which is uncommon among small independent advisers. The practice is also highly concentrated and small (one adviser serving a very limited number of client relationships) and requires custody/execution through specified custodians (Schwab Institutional or Interactive Brokers), giving the firm access to institutional trading and research resources.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Passive / index investing
Fee options
$5,000,000 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001 - and Up: 0.50%
$300 to $500 per hour
Account minimum: $5,000,000
Main office location
Exponential Wealth Management, LLC
Austin TX, United States
Number of offices
1
Most active in
Exponential Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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