9108 N. Kelley Avenue
Oklahoma City, Oklahoma 73131
Tel: 405-478-1971
EXENCIAL WEALTH ADVISORS, formally registered with the SEC as EXENCIAL WEALTH ADVISORS. The firm was established in 02/09/2004. They have over 13 offices throughout the country.
EXENCIAL WEALTH ADVISORS is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $3,769,638,990 assets under management, offering retirement planning & investment advisory services to 4629 clients. The firm is staffed with 114 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 130475 |
SEC# | 801-62789 |
Assets Managed by Firm | $3,769,638,990 |
No. of Clients | 4629 |
No. of Advisors | 114 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4629 | $3,769,638,990 |
Individuals (other than high net worth individuals) | 2380 | $670,664,567 |
High net worth individuals | 2095 | $2,652,106,530 |
Pension and profit sharing plans | 11 | $230,474,986 |
Charitable organizations | 33 | $23,686,362 |
Corporations or other businesses | 110 | $137,404,678 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,643,156,437 | 2223 | 49 | |
$5,687,316,000 | 61 | 9 | |
$5,373,195,683 | 5 | 17 | |
$4,258,161,897 | 2625 | 59 | |
$2,969,019,147 | 22 | 16 |
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