Exponential Wealth Management LLC

The firm provides wealth management, investment management, financial planning, estate planning, retirement planning, and philanthropy services to families. Its work focuses on long-term capital stewardship, with an investment approach centered on patient equity ownership through market cycles and attention to costs and taxes. The firm describes its advisory work as fiduciary and says it does not sell products, earn commissions, or offer proprietary products. Services are intended for a select group of families with a long-term investment outlook. Founder and fiduciary advisor Ram Kolluri has advised families across multiple market cycles since the 1980s. Exponential Wealth Management is based in Austin, Texas.