Exencial Wealth Advisors - M&A Summary and Business Overview

Business ServicesCompany

Exencial Wealth Advisors M&A Summary

Exencial Wealth Advisors has acquired 2 companies, including 2 in the last 5 years.

Exencial Wealth Advisors has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

Exencial Wealth Advisors Business Overview

Where is Exencial Wealth Advisors headquartered?

Exencial Wealth Advisors is headquartered in Oklahoma City, Oklahoma.

What sector is Exencial Wealth Advisors in?

Exencial Wealth Advisors is a business services company.

When was Exencial Wealth Advisors founded?

Exencial Wealth Advisors was founded in 2012.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1

Exencial Wealth Advisors

9108 N Kelley Ave,
Oklahoma City, Oklahoma 73131
United States,
(405) 478-1971
www.exencialwealth.com

Exencial Wealth Advisors is an independent wealth management firm that is privately owned and independent of the conflicts of interest associated with banks, insurance companies, and Wall Street brokerage firms. It provides personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Exencial Wealth Advisors was formed in 2012 and is based in Oklahoma City, Oklahoma.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - 1 - - 1 - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Weinheimer Wealth Management 2023-12-19 - Add-on Acquisition
Austin, Texas · www.weinheimerwealth.com
Willingdon Wealth Management 2020-05-01 - Add-on Acquisition
Huntersville, North Carolina · www.willingdonwealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Texas 1 - - -
  North Carolina 1 - - -
Total 2 - - -

Company Summary

SECTOR

Business Services

Established

2012

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Related Lists for Exencial Wealth Advisors

Oklahoma Companies , Business Services Companies , United States Companies , Oklahoma Business Services Companies , Oklahoma Business Services with Acquisitions , Oklahoma Business Services with Divestitures

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