M&A Deal Summary

Exencial Wealth Advisors Acquires Weinheimer Wealth Management

On December 19, 2023, Exencial Wealth Advisors acquired financial services company Weinheimer Wealth Management

Acquisition Highlights
  • This is Exencial Wealth Advisors’ 1st transaction in the Financial Services sector.
  • This is Exencial Wealth Advisors’ 2nd transaction in the United States.
  • This is Exencial Wealth Advisors’ 1st transaction in Texas.

M&A Deal Summary
Date 2023-12-19
Target Weinheimer Wealth Management
Sector Financial Services
Buyer(s) Exencial Wealth Advisors
Deal Type Add-on Acquisition
Advisor(s) Park Sutton Advisors (Financial)

Target

Weinheimer Wealth Management

Austin, Texas, United States
Weinheimer Wealth Management is an independent wealth management firm and fiduciary specializing in financial planning and investment management, the firm aims to address the personalized needs of its clients, including high net-worth individuals and small business owners. Weinheimer Wealth Management is based in Austin, Texas.

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Buyer(S) 1

Buyer

Exencial Wealth Advisors

Oklahoma City, Oklahoma, United States
Category Company
Founded 2012
Sector Business Services
DESCRIPTION

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.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 2 of 2
State (Texas) 1 of 1
Country (United States) 2 of 2
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-05-01 Willingdon Wealth Management

Huntersville, North Carolina, United States

Willingdon Wealth Management is an independent registered investment advisor that specializes in customizing investment portfolios with individual securities to meet clients’ unique financial needs.

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