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EXENCIAL WEALTH ADVISORS

EIN 47-3558396-financial services-Latest filing 2024
Plans
1
Retirement
1
$7.9M assets
Welfare
0
Participants
119
9108 N KELLEY AVE - OKLAHOMA CITY, OK 73131405-478-1971exencialwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$7.9M - 119 part

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Retirement#001

EXENCIAL WEALTH ADVISORS 401(K) PLAN

401k

Assets$7.9M
Participants119
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXENCIAL WEALTH ADVISORS 401(K) PLAN401k$7.9M1192024
Retirement plans
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