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).
Current Firm Details
By the Numbers
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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
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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
Financial Advisors at Exencial Wealth Advisors
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