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Michael Deluca

Exodus Wealth, LLC
25 Years of Experience
Beaver Falls, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Michael Deluca is a registered investment advisor at Exodus Wealth, LLC, based in Beaver Falls, PA, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.

Exodus Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Beaver Falls, PA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2022
Final
Customer Dispute
May 2006
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael sells fixed insurance and annuities through Executive Brokerage Services and is a compliance officer for Fortune Financial Services, Inc. He is also an officer of Gabauer Enterprises, Inc., handling accounting of life and fixed annuity commissions, and an IAR with Prosperity Wealth Management.

Employment History
Current Registrations
Exodus Wealth, LLC
January 2020 - Present · 6 yrs 9 mos
Fortune Financial Serivces, LLCBroker
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
Prosperity Wealth Management, INC.
September 2017 - December 2019 · 2 yrs 3 mos
Hazard & Siegel Advisory Services LLC
June 2010 - August 2012 · 2 yrs 2 mos
USA Financial Securities Corporation
October 2009 - April 2010 · 6 mos
USA Financial Securities CorporationBroker
October 2002 - April 2010 · 7 yrs 6 mos
Woodbury Financial Services, INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
State Registrations29 states
ALARAZCACODCDEFLGAIDILLAMAMDMEMINCNJNVNYOHPARISCSDTNVAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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