Key facts
- EXENCIAL WEALTH ADVISORS is a other based in OKLAHOMA CITY, OK.
- EXENCIAL WEALTH ADVISORS reports $4.1M in regulatory assets under management, per its SEC Form ADV (2025-08).
Registered with the SEC
Form ADV · 2025-08 · CRD 130475- Regulatory AUM
- $4.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 117
- Registered office
- OKLAHOMA CITY, OK
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as EXENCIAL WEALTH ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for EXENCIAL WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is EXENCIAL WEALTH ADVISORS's AUM?
- EXENCIAL WEALTH ADVISORS manages approximately $4.1M in assets.