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| Happy Holidays!! thanks for using AUM13F!! |
| Exencial Wealth Advisors LLC
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| CRD # | 130475 |
| SEC # | 801-62789 |
| CIK # | 0001576151 |
| AUM | $5.3 B (2025-03-25) |
| Employees | 117 (43% Investors, 1% Brokers) |
| Phone | 405-478-1971 |
| Address | 9108 N Kelley Avenue Oklahoma City, OK 73131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001576151 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,888 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,254 | 4.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.1 |
| (h) Charitable organizations | 13 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 9,357 | 5.3 |
| By Discretionary | ||
| Discretionary | 9,305 | 5.1 |
| Non-Discretionary | 52 | 0.2 |
| Total | 9,357 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 9,357 | 5.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001576151] | |
| SC 13G | [0001576151] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Exencial Wealth Advisors LLC | Exencial Wealth Advisors LLC | [2024-11-01] |
| Exencial Wealth Advisors LLC | Exencial Wealth Advisors LLC | [2024-02-14] |
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