Oxbow Advisors
47yrs
Top advisor by experience in Austin
46yrs
Ram Kolluri
Financial advisor at Exponential Wealth Management
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Exponential Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowExponential Wealth Management, LLCCurrent firm
- 2018 – 2023Global Wealth Management, LLCPreviously
- 2010 – 2017Global Wealth Management, LLCPreviously
- 2004 – 2010Icici Investment AdvisorsPreviously
Questions to ask Ram
Tailored to Ram’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ram
How do I contact Ram?
Call Exponential Wealth Management at 6099154338 and ask for Ram Kolluri. Ram works from the Austin, TX office.
How long has Ram been a financial advisor?
Ram has been in the industry since 1981, about 46 years. Top 1% by experience in Austin.
What licenses does Ram hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ram a fiduciary?
Ram is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ram paid?
Exponential Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Ram for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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