Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $5,015,687,471 in 10,586 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management5,016MILLION
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Total Number of Accounts10,586ACCOUNTS
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Average Account Value$473,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Anthony Saltarski (CRD# 5799643) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 13 years of experience in the finance industry.
Monica Sipes (CRD# 5724163) is an Investment Advisor Representative working at Exencial Wealth Advisors in Dallas, TX and has over 14 years of experience in the finance industry.
Brendan Smith (CRD# 2861871) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Patrick Smith (CRD# 2309088) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 22 years of experience in the finance industry.
Jared Snider (CRD# 6236036) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 10 years of experience in the finance industry.
Lori Stephenson (CRD# 5721771) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 14 years of experience in the finance industry.
Kaye Tahiliani (CRD# 5434695) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 16 years of experience in the finance industry.
David Totah (CRD# 6320114) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 9 years of experience in the finance industry.
Pete Trontis (CRD# 4653251) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
Jasen Wallace (CRD# 6082770) is an Investment Advisor Representative working at Exencial Wealth Advisors in Austin, TX and has over 10 years of experience in the finance industry.