Nichole Ruth
Investment adviser representative at Exceptional Wealth & Family Office
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- Exceptional Wealth & Family OfficeApr 2026 to now
- City National BankSep 2022 to Jan 2025
- RBC Capital Markets, LLCJul 2022 to Apr 2026
- Coleruth.comJan 2012 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
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
- 7591602
- Firm CRD
- 340444