Daniel Weimer
Investment adviser representative at Exodus Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$483.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Exodus Wealth, LLCMay 2020 to now
- Prosperity Wealth Management, Inc.May 2020 to now
- Fortune Financial Services, Inc.Feb 2020 to now
- Wesbanco Securities IncAug 2019 to Nov 2019
- Key Investment Services LLCSep 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1859854
- Firm CRD
- 174328