WH
Will Holdren
XCEPTION FAMILY OFFICE
ATLANTA, GA 30328
CRD#: 8098247
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WH
Will HoldrenXCEPTION FAMILY OFFICE
Professional summary
Will Holdren is a registered financial advisor currently at XCEPTION FAMILY OFFICE located in Atlanta, Georgia.
Will is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Will has worked at 1 firm and has passed the Series 65 and Series 66 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Will Holdren's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2026 - Present
XCEPTION FAMILY OFFICE
Office #1: 5901 Peachtree Dunwoody Rd Building C, Suite 160, Atlanta, GA 30328RIA
CRD#: 338122
ATLANTA, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/1/2026)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
XF
XCEPTION FAMILY OFFICE
XCEPTION ADVISORY GROUP, LLC | XCEPTION FAMILY OFFICE | XCEPTION ADVISORY SERVICES, LLC | XCEPTION ADVISORY SERVICES
CRD#: 338122 / SEC#: 801-134430
RIA
Registered Investment Advisory firm - (9/29/2025 120-Day Approval)Loading...
Contact information
Main Address
2200 Century Parkway Ne Suite 750, Atlanta, GA 30345
Mailing Address
Phone number
(404) 547-0223
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
