Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $3,769,638,990 in 4,629 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management3,770MILLION
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Total Number of Accounts4,629ACCOUNTS
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Average Account Value$814,353
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Michael Wayasamin (CRD# 4516519) is an Investment Advisor Representative working at Exencial Wealth Advisors in Brooklyn, NY and has over 20 years of experience in the finance industry.
Matthew Weinheimer (CRD# 2917501) 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.
Craig Wezenski (CRD# 3053532) is an Investment Advisor Representative working at Exencial Wealth Advisors in Orange, CT and has over 25 years of experience in the finance industry.
Jean Wilczynski (CRD# 6316708) is an Investment Advisor Representative working at Exencial Wealth Advisors in Old Lyme, CT and has over 9 years of experience in the finance industry.
Austin Winsett (CRD# 6983886) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 5 years of experience in the finance industry.
Ami Black-Mullins (CRD# 7212610) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 4 years of experience in the finance industry.
Jean Bernard Burckett St Laurent (CRD# 4711250) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 4 years of experience in the finance industry.
Michael Conerly (CRD# 2799202) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
Randy Farina (CRD# 2610288) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 28 years of experience in the finance industry.
Glenn Hafstad (CRD# 7821743) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.