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Exencial Wealth Advisors

EST. AUM
$5,976,019,761

CONTACTS
9

CLIENT ACCOUNTS
9,535

Firm Details

Metro area Oklahoma City
CRD Number 130475
Website exencialwealth.com
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Overview

Exencial is a national Registered Investment Advisor that began in 2003. They have constructed a team of CPAs, CFAs, CFP®s, and CIMA®s to execute across the many disciplines of wealth management. These include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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