EXENCIAL WEALTH ADVISORS, LLC
SEC file number 801-62789
· OKLAHOMA CITY, OK
https://exencialwealth.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.77B
Discretionary AUM
$3.56B
Employees
114
Clients
57
Firm
- Address
- 9108 N. KELLEY AVENUE
OKLAHOMA CITY, OK 73131 - Phone
- —
- Website
- https://exencialwealth.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
- FourStar Wealth Advisors, LLC Medium name-match confidence · CIK 1976124 · IL
- Wealth Advisors Feeder Fund I, L.P. Medium name-match confidence · CIK 1771889 · IL
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
-
FourStar Wealth Advisors, LLC · D · May 14, 2025
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025
-
Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M