Matthew James Macwilliams

Employer firm

Exencial Wealth Advisors CRD 130475

$5.98B regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 11/2023
  Ameritas Investment Corp
  Lincoln, NE
• 06/2014 → 11/2023
  Weinheimer Wealth Management
  Austin, TX
• 04/2015 → 11/2023
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2016 → 12/2021
  Mmw Services Llc
  Austin, TX
• 11/2021 → 11/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 11/2023 → Present
  Exencial Wealth Advisors Llc
  Oklahoma City, OK

Previous Registrations

• 2021-11-01 → 2023-11-21
  Ameritas Advisory Services, Llc
  Austin, TX
• 2004-07-14 → 2021-11-01
  Ameritas Investment Company, Llc
  Austin, TX
  Austin, TX
• 2003-02-19 → 2004-07-13
  Cetera Investment Advisers Llc
  Austin, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; same as residence; INV REL; create an entity to receive insurance commissions from various life and health insurance companies; owner/member; start date=01/2016; hrs/mo=160; trading hrs/mo=160; receive insurance commissions

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-12
• S63 Uniform Securities Agent State Law Examination
  1992-06-05

Designations

• Certified Financial Planner

Other Names

• Matt Macwilliams