Philip Charles Miller
Investment adviser representative at Exodus Wealth, LLC
30 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
30 years in the industry.
- Exodus Wealth, LLCFeb 2026 to now
- Prosperity Wealth Management, Inc.Feb 2026 to now
- Fortune Financial Services, Inc.Nov 2015 to now
- Integrated Financial StrategiesNov 2015 to now
- Miller Ins. & Fin. Serv.Jan 1996 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4789108
- Firm CRD
- 174328