Exencial Wealth Advisors LLC
Legal Name: EXENCIAL WEALTH ADVISORS, LLC
Full Contact Details
Exencial Wealth Advisors LLC
9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK
405-478-1971
405-478-1317
Other Info
Exencial Wealth Advisors LLC, a legally registered Limited Liability Company in Oklahoma, has 50 employees, 24 of whom work in advisory roles, providing financial guidance to 45 clients. Its most recent SEC status is listed as Approved, with a registration date of Feb 9, 2004, affirming its reliability and reporting compliance.
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Direct Owners
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BURNS WEALTH MANAGEMENT, INC.
MEMBER owns 75% or more
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CALEB JOHN DILLARD
CHIEF OPERATIONS OFFICER owns less than 5%
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DEREK S NORTHUP
CHIEF FINANCIAL OFFICER owns less than 5%
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JOHN FORREST BURNS
CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER owns less than 5%
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MARSHALL JAMES WELKE
CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS owns less than 5%
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TIMOTHY MICHAEL COURTNEY
CHIEF INVESTMENT OFFICER owns less than 5%