Exceptional Wealth & Family Office
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 340444
- SEC number
- 801-135545
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- www.exceptionalwealth.us ↗
- Phone
- 719-715-4179
- Address
- 422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO, 80903
Advisors at this firm
5 in our index · page 1 of 1
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Paul D BishopCRD 4994860 · Colorado Springs, COIA RegisteredRegistration inactive
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Emma Lee HamanCRD 7251221 · Colorado Springs, COIA Registered
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Nichole RuthCRD 7591602 · Colorado Springs, COIA RegisteredRegistration inactive
-
Tara Nicole SeegersCRD 6186640 · Colorado Springs, COIA RegisteredRegistration inactive
-
Beth Vivian WalkerCRD 3115536 · Colorado Springs, COIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 340444 ↗
FINRA BrokerCheck record for firm CRD 340444 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.