Exencial Wealth Advisors
Overview
Exencial Wealth Advisors is a national Registered Investment Advisory firm founded in 2003, providing comprehensive wealth management services to high-net-worth individuals and families. Their offerings include financial planning, investment management, tax planning, estate planning, risk management, and philanthropy. The firm emphasizes an integrated approach to financial advice, coordinating various aspects of clients' financial lives to improve outcomes. The firm's investment strategies encompass individual stocks, bonds, options, ETFs, and mutual funds, with a focus on both traditional and alternative asset classes. Exencial Wealth Advisors serves clients across multiple stages, from early-stage investments to buyouts and distressed situations, with a geographical focus primarily within the United States. Exencial Wealth Advisors has been recognized for its growth and client service, ranking #101 on Forbes' Top RIA Firms in 2025. The firm has expanded its presence through strategic acquisitions, including Shoreline Financial Advisors in Connecticut and Weinheimer Wealth Management in Texas, enhancing its service offerings and regional footprint.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Exencial Wealth Advisors
What sectors does Exencial Wealth Advisors invest in?
Exencial Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Oklahoma City, Oklahoma, United States. Exencial Wealth Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Exencial Wealth Advisors invest at?
Exencial Wealth Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Exencial Wealth Advisors invest in?
Exencial Wealth Advisors invests across United States.
Who are the partners at Exencial Wealth Advisors?
Team members listed for Exencial Wealth Advisors include John Burns (Co-CEO) and Caleb Dillard (Chief Operations Officer).
What companies has Exencial Wealth Advisors invested in?
Exencial Wealth Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Exencial Wealth Advisors?
Exencial Wealth Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
