Paul D Bishop
Investment adviser representative at Exceptional Wealth & Family Office
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$292.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Exceptional Wealth & Family OfficeJun 2026 to now
- Exceptional Wealth Family OfficeJun 2026 to now
- Carson WealthFeb 2024 to Jun 2026
- Cwm, LLCFeb 2024 to Jun 2026
- Accelerated Wealth Advisors LLCAug 2023 to Feb 2024
- T. Rowe Price Investment ServicesMay 2015 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
Exceptional Wealth & Family Office
Legal name: Ec Ventures V LLC
$292.2MAssets managed
206Clients
6Advisers
Under 1 yearIn 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
- 4994860
- Firm CRD
- 340444