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Exencial Wealth Advisors CRD 130475
$5.98B regulatory AUM 21 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-06-27 |
Branch Locations
1845 Woodall Rodgers Freeway Suite 1050, Dallas, TX 75201 • United States
9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 01/2018 | Present |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 04/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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