Exencial Wealth Advisors is headquartered in Oklahoma City, Oklahoma.
Exencial Wealth Advisors is a business services company.
Exencial Wealth Advisors was founded in 2012.
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.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T | |
|---|---|---|---|---|---|---|---|---|
| Buy (0.2/yr) | # | 1 | - | - | 1 | - | - | 2 |
| Sell (0.0/yr) | # | - | - | - | - | - | - | 0 |
| 2 | ||||||||
Unlimited Searches Unlimited Profile Views Build and Export Lists of
Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.
We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.
With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.
Full access to Mergr's investor, acquirer, and transaction data starts here.
