EW
EXODUS WEALTH, LLC
SEC RegisteredFORT LAUDERDALE, FLhttps://thinkfloresfinancial.com925-791-4444
Assets Under Management
$100M–$500M
Employees
53
Office Locations
47 offices
Total Accounts
3055
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,162 | $368M |
| High Net Worth Individuals | 57 | $106M |
| Charitable Organizations | 20 | $6.8M |
| State/Municipal Entities | 10 | — |
23 total clients reported on Form ADV.
Leadership
Charles A. Ballweg
CHIEF COMPLIANCE OFFICER AND OWNER
Elliot Herbert Kallen
OWNER
Gregory John Bentley
OWNER
Blake William Daniels
OWNER
Office locations
47 offices in 18 states
FL
FORT LAUDERDALEHQ
PA
SOUDERTON
MD
WESTMINSTER
ME
WATERVILLE
TX
WICHITA FALLS
PA
MARS
PA
NEW BRIGHTON
FL
COCOA
CT
ROCKY HILL
NH
LONDONDERRY
CA
SAN DIEGO
NY
WILLIAMSVILLE
PA
SCHWENKSVILLE
MA
LEE
OH
NORTH CANTON
OH
OLMSTEAD TOWNSHIP
MI
HOWELL
OH
TOLEDO
PA
PITTSBURG
PA
LANCASTER
WA
SEATTLE
PA
NORTH VERSAILLES
MO
SPRINGFIELD
NV
STATELINE
IL
ELSAH
LA
BOSSIER CITY
WA
PORT ORCHARD
VA
ALEXANDRIA
Advisors at this firm
25 advisors in the directory
Lee Allan Abramovitz
Investment Adviser Representative
Gregory John Bentley
Investment Adviser Representative
Kelly Gene Burke
Investment Adviser Representative
Michael Basilio Calco
Investment Adviser Representative
Charles Albert Cerone
Investment Adviser Representative
Daniel Allen Dague
Investment Adviser Representative
Kathleen Faith Fereday
Investment Adviser Representative
Christopher Richard Ferrer
Investment Adviser Representative
Lauren Ann Gidley
Investment Adviser Representative
Jeffrey Kim Gin
Investment Adviser Representative
Stephen Hinant Hecker
Investment Adviser Representative
Elliot Herbert Kallen
Investment Adviser Representative
Mathew Albert Lind
Investment Adviser Representative
Kimberly Evelyn McMillion
Investment Adviser Representative
Bruce Lee Musselman
Investment Adviser Representative
Jim Bryan Pulley
Investment Adviser Representative
Brian Eric Samuels
Investment Adviser Representative
Robert Edward Skinner
Investment Adviser Representative
Francis A Snyder
Investment Adviser Representative
Jude Anthony Viator
Investment Adviser Representative
Kenneth Alan Wessels
Investment Adviser Representative
Mitchell Lee Whitenack
Investment Adviser Representative
Ryan J Wolverton
Investment Adviser Representative
James S Young
Investment Adviser Representative
Mark Andrew Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#174328
SEC Number
801-101485
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
thinkfloresfinancial.comPhone
925-791-4444Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EXODUS WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.