EXIT WEALTH ADVISORS, LLC

UUID0a637482-1d48-5465-807a-b3b469146eeb

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:37

Updated2025-10-23 02:24:37

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	332573	332573	—	1.0

Website—

HQ CityALPHARETTA

HQ StateGA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

Name	Title	Role	Email	Evidence
Farmer, Justin	CHIEF EXECUTIVE OFFICER/OWNER	OFFICER	—	{"filing_id": "2009351", "owner_id": "7971636", "source": "adv_part1", "table": "Schedule_A_B"}
Goldstein, Matthew, Aaron	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2009351", "owner_id": "2637415", "source": "adv_part1", "table": "Schedule_A_B"}
GOLL, LLC	DOMESTIC ENTITY	OFFICER	—	{"filing_id": "2009351", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Heisman, Lee	CHIEF TECHONOLGY OFFICER	OFFICER	—	{"filing_id": "2009351", "owner_id": "7971583", "source": "adv_part1", "table": "Schedule_A_B"}
JENKIN, THEODORE, MICHAEL	CHIEF MARKETING OFFICER	OFFICER	—	{"filing_id": "2009351", "owner_id": "2169338", "source": "adv_part1", "table": "Schedule_A_B"}
LEE HEISMAN, LLC	DOMESTIC ENTITY	OFFICER	—	{"filing_id": "2009351", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WALL STREET FARMER, LLC	DOMESTIC ENTITY	OFFICER	—	{"filing_id": "2009351", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KIM, KEVIN, MIN	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2009351", "owner_id": "8004229", "source": "adv_part1", "table": "Schedule_A_B"}
Tankus, Chelsea, Paige	DIRECTOR OF CLIENT AND OPERATIONAL STRATEGIES	EMPLOYEE	—	{"filing_id": "2009351", "owner_id": "6766596", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.