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Lauren Ann Gidley

Investment adviser representative at Exodus Wealth, LLC
36 yearsExperience
1 stateRegistered in
$483.6MFirm assets
11 yearsFirm in business

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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

36 years in the industry.

  1. Exodus Wealth, LLCJan 2026 to now
  2. Fortune Financial Services, Inc.Feb 2017 to now
  3. Prosperity Wealth Management, Inc.Feb 2017 to now
  4. Fox College FundingJan 2008 to now
  5. Lauren A. Gidley - InsuranceJan 1990 to now
  6. First Allied Advisory Services, Inc.Jul 2012 to Jan 2017
  7. First Allied Securities, Inc.Aug 2011 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law2004
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
1951920
Firm CRD
174328
Advisor's SEC record (opens in a new tab)
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