9AT: EXODUS WEALTH, LLC

Adviser Profile

As of Date	07/08/2026
Registration	SEC, Approved, 07/14/2015
Other registrations (6)	California, Terminated, 08/14/2015 Georgia, Terminated, 07/27/2015 Pennsylvania, Terminated, 07/16/2015 Minnesota, Terminated, 07/15/2015 North Carolina, Terminated, 07/15/2015 Illinois, Terminated, 07/14/2015
ADV Location	FORT LAUDERDALE, FL, United States
Contact Info	925 xxxxxxx
Websites

AUM^*	483,606,925 99%
of that, discretionary	483,606,925 99%
Number of Employees	53 6%
of those in investment advisory functions	51 6%
Private Fund GAV^*	0
Avg Account Size	158,300 5%
% High Net Worth	2.53% -26%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser JCN FINANCIAL & TAX ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM83.2m	#Funds-
Adviser JENKINS WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM313.3m	#Funds-
Adviser BUSKA WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM538.7m	#Funds-
Adviser MEMBERS ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM443.2m	#Funds-
Adviser SHIELD WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM68.4m	#Funds-
Adviser ROBBINS FARLEY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM252.9m	#Funds-
Adviser SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM183.1m	#Funds-
Adviser DOVETAIL FINANCIAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM298.9m	#Funds-
Adviser MJC ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM190.3m	#Funds-
Adviser VISE AI ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund24.2m	Total Private Fund GAV24.2m	AUM8.5b	#Funds1

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker808524201	Stock NameSCHWAB STRATEGIC TR	$ Position$26,121,768	% Position9.00%	$ Change9.00%	# Change6.00%
Stck Ticker808524300	Stock NameSCHWAB STRATEGIC TR	$ Position$24,453,880	% Position8.00%	$ Change6.00%	# Change4.00%
Stck Ticker922908363	Stock NameVANGUARD INDEX FDS	$ Position$15,116,413	% Position5.00%	$ Change3.00%	# Change1.00%
Stck Ticker46090E103	Stock NameINVESCO QQQ TR	$ Position$12,286,759	% Position4.00%	$ Change5.00%	# Change3.00%
Stck Ticker67066G104	Stock NameNVIDIA CORPORATION	$ Position$7,548,086	% Position3.00%	$ Change-2.00%	# Change-2.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$7,968,170	% Position3.00%	$ Change-11.00%	# Change-4.00%
Stck Ticker69608A108	Stock NamePALANTIR TECHNOLOGIES INC	$ Position$4,893,458	% Position2.00%	$ Change2.00%	# Change5.00%
Stck Ticker46138J742	Stock NameINVESCO EXCH TRD SLF IDX FD	$ Position$7,036,511	% Position2.00%	$ Change-1.00%	# Change-4.00%
Stck Ticker78468R606	Stock NameSPDR SERIES TRUST	$ Position$5,298,670	% Position2.00%	$ Change-5.00%	# Change-4.00%
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$4,929,746	% Position2.00%	$ Change6.00%	# Change-1.00%

Brochure Summary

Overview

We specialize in the following types of services: Asset Management, Financial Planning & Consulting, Pensions Consulting, and Referrals to Third Party Money Managers. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a corporation formed in the State of California. Our firm has been in business as an investment adviser since 2015 and is owned as follows:  Greg Bentley – 33% Owner  Blake Daniels – 33% Owner  Elliot Kallen ‐ 34% Owner All material conflicts of interest are disclosed below regarding our firm, our representatives, or our employees, which could be reasonably expected to impair the rendering of unbiased and objective advice. We disclose that lower fees for comparable services may be available from other sources. Description of the Types of Advisory Services We Offer Asset Management: We emphasize continuous and regular account supervision. As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, exchange traded funds (“ETFs”), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client’s circumstances. Once the appropriate portfolio has been determined, we review the portfolio at least quarterly and if necessary, rebalance the portfolio based upon the client’s individual needs, stated goals, and objectives. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Financial Planning & Consulting: We provide a variety of financial planning and consulting services to individuals, families, and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning. Our written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. For example, recommendations may be made that the clients begin or revise investment programs, create, or revise wills or trusts, obtain, or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. It should also be noted that we refer clients to an accountant, attorney, or other specialist, as necessary for non‐advisory related services. For written ADV Part 2A – Firm Brochure Page 5 Prosperity Wealth Management, Inc. financial planning engagements, we provide our clients with a written summary of their financial situation, observations, and recommendations. For financial consulting engagements, we usually do not provide our clients with a written summary

of our observations and recommendations as the process is less formal than our planning service. Plans or consultations are typically completed within six (6) months of the client signing a contract with us, assuming that all the information and documents we request from the client are provided to us promptly. Implementation of the recommendations will be at the discretion of the client. We disclose to our financial planning clients that a conflict of interest exists between us and our clients. The client is under no obligation to act upon the investment adviser’s recommendation. If the client elects to act on our recommendations, the client is under no obligation to affect the transaction through us. Referrals to Third Party Money Managers: We provide clients with a list of investment advisory services of third‐party professional Portfolio Management firms for the individual management of client accounts. As part of this process, we assist clients in identifying an appropriate third‐party money manager. We provide initial due diligence on third party money managers and ongoing reviews of their management of your account. To assist clients in the selection of a third‐party money manager, we typically gather information from the client about their financial situation, investment objectives, and reasonable restrictions they can impose on the management of the account, which are often very limited. It is important to note that we do not offer advice on any specific securities or other investments in connection with this service. Investment advice and trading of securities is only offered by or through the third‐party money managers to clients. We periodically review third party money managers’ reports provided to the client, but no less often than on an annual basis. Our associates contact the clients from time to time, as agreed to with the client, in order to review their financial situation and objectives; communicate information to third party money managers as warranted; and, assist the client in understanding and evaluating the services provided by the third party money manager. The client will be expected to notify us of any changes in his/her financial situation, investment objectives, or account restrictions that could affect their account. The client may also directly contact the third‐party money manager managing the account or sponsoring the program. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing our Asset Management service. Additionally, we offer general investment advice to clients utilizing our Financial Planning & Consulting, and Referrals to Third Party Money Management services. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Restrictions would be limited to our Asset Management service. We do not manage assets through our other services. Participation in Wrap Fee Programs We do not offer a Wrap Fee Program. ADV Part 2A – Firm Brochure Page 6 Prosperity Wealth Management, Inc. Regulatory Assets Under Management As of December 31, 2023, we manage $234,370,500 on a discretionary basis and $0 on a non‐ discretionary basis. If non‐discretionary authority is provided, we must secure client permission prior to effecting securities transaction for the client in the client’s brokerage account(s).

Adviser Profile

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