# Exceptional Wealth & Family Office: new SEC registration, $292M AUM, Colorado Springs, CO

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Exceptional Wealth & Family Office |
| Legal name | Ec Ventures V LLC |
| CRD | 340444 |
| Status | Approved |
| Registered with the SEC | 2026-03-12 |
| Latest Form ADV filing | 2026-07-10 |
| Location | Colorado Springs, CO, United States |
| Regulatory AUM | $292,181,992 |
| Accounts | 527 |
| Employees | 8 |
| Website | https://www.linkedin.com/in/taraseegers |

## Why this score
- $292M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340444). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.