Verified 10 Nov 2026
Exceptional Wealth & Family Office
Exceptional Wealth & Family Office is a multi-family office with offices in Colorado Springs, Colorado, and Midland, Texas, led by a chief executive with a background of buying, building and selling businesses. It advises heads of complex estates, entrepreneurs, multigenerational families and foundations on investments, estate and tax planning, family governance and business exits. Its Form ADV filed on 21 October 2026 reported $292 million in regulatory assets for 41 clients.
- Type
- Multi-family office
- Location
- Colorado Springs, Colorado, United States
- Sectors
- Public equities
- Fund size / AUM
- $292M regulatory AUM (Form ADV, filed 2026-10-21)
- Latest fund or filing
- 21 Oct 2026
- Website
- www.exceptionalwealth.us
Contacts on file
For Exceptional Wealth & Family Office, the paid file holds: 1 named decision-maker with roles; firm contact email.
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