DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Exodus Wealth, LLC

Independent wealth managerFort Lauderdale, FloridaCRD 174328SEC 801-101485websiteIAPD
Latest filing Jul 8, 2026
First filing on the tape Jul 2, 2015 · 96 filings
SEC status approved since Jul 14, 2015
RAUM
$484M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$474M individuals and HNW
Advisors
57
registered through the firm on IAPD
RAUM per advisor
$8.5M
derived; firm RAUM over IAPD count
Employees
53
51 advisory (5.B.1)
Offices
49
beyond the principal office
Private funds
0
reported on Schedule D
History
96 filings and snapshots on the tape
RAUM$484M as of Jul 8, 2026
Mar 21, 2016$30.0M then
HNW client RAUM$106M as of Jul 8, 2026
Mar 3, 2021$35.8M then
State-registered IARs (5.B.3)53 as of Jul 8, 2026
Mar 21, 201618 then
Employees (5.A)53 as of Jul 8, 2026
Mar 21, 201618 then
Private funds: no history
RAUM +9.4% over the last fiscal year+31% a year over threeIARs 49 to 53offices 46 to 49
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$8.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
39derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$158,300derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
1.1derived50 offices incl. principal (1.F.5)
RAUM growth, one year
+9.4%derivedbetween the last two annual amendments
Advisor growth, one year
+8.2%derivedItem 5.B.3 between annual amendments
Client growth, one year
+39%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Custody
$38.7M, 294 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$368M76%
  • High-net-worth individuals$106M22%
  • Pension and profit-sharing plans$6.8M1.4%
  • Charitable organizations$2.4M0.5%
Individual clients
2,162reported
HNW clients
57reported
Pension plan clients
20reported
Charitable clients
10reported
Accounts
3,055reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
$38.7M for 294 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=40.0derived
Advisors registered through the firm
56 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Brian Eric SamuelsSan Diego, CaJan 3, 202030 y5
Brian Dale DanielsNew Brighton, PaJan 3, 202020 y1
Joseph John MatuszNorth Versailles, Pa Jan 3, 202036 y1
Jeremy Dale TylerCertified Financial Planner, Chartered Financial ConsultantFort Lauderdale, Fl Jan 3, 202025 y1
Jeffrey Kim GinCertified Financial PlannerMorton Grove, Il Jan 3, 202024 y2
Jim Bryan PulleyWichita Falls, TxJan 3, 202031 y4
Francis A SnyderSan Antonio, Tx Jan 3, 202027 y5
Craig Joseph WisnerSouderton, PaJan 3, 202011 y1
Christopher Michael CarrilloWildwood, Mo Jan 3, 202014 y4
Charles Albert CeroneFort Lauderdale, Fl Jan 3, 202022 y5
Lloyd George EtheredgeFort Lauderdale, Fl Jan 3, 202040 y3
Peter Nicholas XeniasCertified Financial Planner, Chartered Financial ConsultantLancaster, PaJan 3, 202041 y1
Brian Michael PilonPipersville, PaJan 3, 202022 y1
Robert Edward SkinnerSeattle, Wa Jan 3, 202033 y5
Thomas Bell RutterSchwenksville, PaJan 3, 202036 y3
Kenneth Alan WesselsFort Lauderdale, Fl Jan 3, 202020 y2
Daniel Allen DagueAlliance, OhJan 6, 202021 y1
Michael Girard DelucaBeaver Falls, PaJan 6, 202025 y3
Tony Vincent SonsiniLee, Ma Jan 6, 202030 y3
Stephen Hinant HeckerCenterville, Oh Jan 6, 202026 y5
Matthew George ObrienRocky Hill, CtJan 6, 202048 y5
William Mark ThomsonFort Lauderdale, Fl Jan 6, 202034 y3
Michael Basilio CalcoCertified Financial PlannerFort Lauderdale, Fl Jan 6, 202048 y2
Joseph Jeffry D'UrsoFort Lauderdale, Fl Jan 6, 202011 y4
Ronald Edwin MerrillWaterville, MeJan 6, 202041 y4
Michael Ray McpeekSylvania, OhJan 6, 202033 y7
Todd Clinton WirickSylvania, OhJan 6, 202034 y2
Elliot Herbert KallenSan Ramon, Ca Jan 7, 202032 y5
Gregory John BentleySan Ramon, CaFeb 19, 202023 y1
Cynthia PellegrinoLondonderry, NhFeb 21, 202025 y4
Mark Andrew YoungElsah, IlMar 16, 202034 y6
Daniel WeimerCertified Financial PlannerMars, PaMay 20, 202036 y3
Kathleen Faith FeredaySan Ramon, CaJul 7, 202032 y1
Nicole Eileen BrewerOlmsted Township, OhFeb 2, 202117 y3
Bruce Richmond SinclairAlexandria, VaApr 27, 202117 y0
Lee Allan AbramovitzStateline, NvJul 1, 202131 y6
Patricia Rose PiattMonaca, Pa Feb 9, 202227 y7
Mark D LindCoraopolis, Pa Jun 26, 202321 y0
Mathew Albert LindFort Lauderdale, Fl Jan 18, 202418 y0
Jude Anthony ViatorLafayette, La Dec 26, 202419 y1
All 56 advisors at Exodus Wealth, LLC
Advisor movement
1 left, 8 joined in 12 months
net +7 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 1.8% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • John Gregory Bentley · Ownercontrol
      since 01/2015 · owns 25% to 50%
    • William Blake Daniels · Ownercontrol
      since 01/2015 · owns 25% to 50%
    • Herbert Elliot Kallen · Chief Compliance Officer And Ownercontrol
      since 01/2015 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    Advisers that list Exodus Wealth, LLC as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Fort Lauderdale, Fl · principal34140
    San Ramon, Ca300
    Ft Lauderdale, Fl220
    Naples, Fl210
    Bossier City, La210
    Concord, Nc220
    Waterville, Me210
    Sylvania, Oh200
    Howell, Mi001
    Offices
    Schedule D 1.F, the 25 largest
    • Toledo, OH2 employees
    • Bossier City, LA1 employees
    • Cocoa, FL1 employees
    • Elsah, IL1 employees
    • Howell, MI1 employees
    • Lancaster, PA1 employees
    • Lee, MA1 employees
    • Londonderry, NH1 employees
    • Mars, PA1 employees
    • New Brighton, PA1 employees
    • North Canton, OH1 employees
    • North Versailles, PA1 employees
    • Olmstead Township, OH1 employees
    • Pittsburg, PA1 employees
    • Port Orchard, WA1 employees
    • Rocky Hill, CT1 employees
    • San Diego, CA1 employees
    • Schwenksville, PA1 employees
    • Seattle, WA1 employees
    • Souderton, PA1 employees
    • Springfield, MO1 employees
    • Stateline, NV1 employees
    • Waterville, ME1 employees
    • Westminster, MD1 employees
    • Wichita Falls, TX1 employees
    What changed
    consecutive filings, newest first
    • Other offices · 48 to 49
      Jun 16, 2026 to Jul 8, 2026
    • Other offices · 47 to 48
      Mar 31, 2026 to Jun 16, 2026
    • Accounts · 2,832 to 3,055
      Feb 18, 2026 to Mar 31, 2026
    • Advisory employees · 47 to 51
      Feb 18, 2026 to Mar 31, 2026
    • Business name · PROSPERITY WEALTH MANAGEMENT, INC. to EXODUS WEALTH, LLC
      Feb 18, 2026 to Mar 31, 2026
    • Charity clients · 16 to 10
      Feb 18, 2026 to Mar 31, 2026
    • HNW clients · 35 to 57
      Feb 18, 2026 to Mar 31, 2026
    • Individual clients · 1,566 to 2,162
      Feb 18, 2026 to Mar 31, 2026
    • Pension plan clients · 2 to 20
      Feb 18, 2026 to Mar 31, 2026
    • Assets in custody · $113M to $38.7M
      Feb 18, 2026 to Mar 31, 2026
    • Employees · 51 to 53
      Feb 18, 2026 to Mar 31, 2026
    • HQ city · SAN RAMON to FORT LAUDERDALE
      Feb 18, 2026 to Mar 31, 2026
    • HQ state · CA to FL
      Feb 18, 2026 to Mar 31, 2026
    • State-registered IARs · 49 to 53
      Feb 18, 2026 to Mar 31, 2026
    • Legal name · PROSPERITY WEALTH MANAGEMENT, INC. to EXODUS WEALTH, LLC
      Feb 18, 2026 to Mar 31, 2026
    • Other offices · 46 to 47
      Feb 18, 2026 to Mar 31, 2026
    • Organization form · Corporation to Limited Liability Company
      Feb 18, 2026 to Mar 31, 2026
    • Discretionary RAUM · $442M to $484M
      Feb 18, 2026 to Mar 31, 2026
    • HNW RAUM · $129M to $106M
      Feb 18, 2026 to Mar 31, 2026
    • Individual RAUM · $308M to $368M
      Feb 18, 2026 to Mar 31, 2026
    • Pension RAUM · $297,671 to $6.8M
      Feb 18, 2026 to Mar 31, 2026
    • RAUM · $442M to $484M
      Feb 18, 2026 to Mar 31, 2026
    • Accounts · 1,611 to 2,832
      Aug 28, 2024 to Mar 28, 2025
    • Advisory employees · 48 to 47
      Aug 28, 2024 to Mar 28, 2025
    • BD registered reps · 43 to 40
      Aug 28, 2024 to Mar 28, 2025
    • Charity clients · 10 to 16
      Aug 28, 2024 to Mar 28, 2025
    • HNW clients · 55 to 35
      Aug 28, 2024 to Mar 28, 2025
    • Individual clients · 1,544 to 1,566
      Aug 28, 2024 to Mar 28, 2025
    • Assets in custody · $111M to $113M
      Aug 28, 2024 to Mar 28, 2025
    • Employees · 50 to 51
      Aug 28, 2024 to Mar 28, 2025
    • Financial planning clients · 26-50 to 11-25
      Aug 28, 2024 to Mar 28, 2025
    • Discretionary RAUM · $243M to $442M
      Aug 28, 2024 to Mar 28, 2025
    • HNW RAUM · $71.3M to $129M
      Aug 28, 2024 to Mar 28, 2025
    • Individual RAUM · $170M to $308M
      Aug 28, 2024 to Mar 28, 2025
    • Pension RAUM · $825,920 to $297,671
      Aug 28, 2024 to Mar 28, 2025
    • RAUM · $243M to $442M
      Aug 28, 2024 to Mar 28, 2025
    • Accounts · 1,330 to 1,611
      Jul 14, 2023 to Mar 29, 2024
    • Advisory employees · 45 to 48
      Jul 14, 2023 to Mar 29, 2024
    • BD registered reps · 42 to 43
      Jul 14, 2023 to Mar 29, 2024
    • Charity clients · unset to 10.0
      Jul 14, 2023 to Mar 29, 2024
    Signals
    10 dated events
    • 2 advisors left Integrated Financial Strategies, LLC (Fort Lauderdale, FL) for Exodus Wealth, LLC on the same day
      Jul 31, 2026 · Team lift-out · derived
    • Glenn Robert Matecun left Exodus Wealth, Llc for Osaic Wealth, Inc. (registered 2025-01-22)
      Nov 24, 2025 · Advisor changed firm · fact
    • Exodus Wealth, Llc reported RAUM $442.2M, up 82% from $243.4M (2024-08-28 to 2025-03-28)
      Mar 28, 2025 · RAUM change · derived
    • Christopher Michael Allen left Exodus Wealth, Llc for Ausdal Financial Partners, Inc. (registered 2025-07-24)
      Jan 31, 2024 · Advisor changed firm · fact
    • Rory Patrick Mcdonald left Exodus Wealth, Llc for Monticello Financial Advisors (registered 2023-03-24)
      Apr 3, 2023 · Advisor changed firm · fact
    • Carrie Jean Mccollim left Exodus Wealth, Llc for D.A. Davidson & Co. (registered 2022-08-08)
      Aug 4, 2022 · Advisor changed firm · fact
    • Ronald B Doweidt left Exodus Wealth, Llc for San Blas Advisory, Inc. (registered 2022-04-04)
      Jan 7, 2022 · Advisor changed firm · fact
    • Anthony Charles Ballweg (Owner) no longer on Schedule A of Exodus Wealth, Llc (listed 2021-01-19, absent 2021-01-26)
      Jan 26, 2021 · Control person left · inference
    • Exodus Wealth, Llc reported 45 state-registered advisory representatives, up from 20 (2017-09-25 to 2018-03-07)
      Mar 7, 2018 · Advisor headcount change · derived
    • Prosperity Wealth Management, Inc. filed its initial SEC registration (Form ADV)
      Jul 2, 2015 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    410-991-0252reportedpublished by the firm, firm site, Sep 17, 2026
    Website
    joedurso.netreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    925-791-4444reportedpublic record, Form ADV, Jul 8, 2026
    Contact form
    joedurso.net/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $8.5Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026