Exemplar Wealth Advisors, LLC

Overview

Exemplar Wealth Advisors, LLC is a state registered investment adviser based in Phoenix, AZ, registered since 2022. It has 3 investment adviser representatives.

Employees

3

Advisory reps

3

Registered since

2022

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Abraham David Marston Chief Executive Officer, Chief Compliance Officer CRD 2642680

Advisory reps 3 of 3

• James Christopher Brandon Insurance Agent · Investment Adviser Rep CRD 4021648
• Abraham David Marston Registered Rep · Investment Adviser Rep CRD 2642680
• John Joseph Van Ermen Registered Rep · Investment Adviser Rep CRD 1796264

Location

Headquarters

20860 N Tatum Blvd Ste 300
Phoenix, AZ 85050

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• State registered
• Registered in 7 jurisdictions
• Website: exemplarcompanies.com/wealth

Every state, with registration dates

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