Ami
Black-Mullins
Exencial Wealth Advisors
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About this Advisor
Ami Black-Mullins is a financial advisor who works out of Oklahoma City, Oklahoma with a total of 3 years of industry experience. Black-Mullins is currently employed by Exencial Wealth Advisors. Over the course of their career, they have held roles at Exencial Wealth Advisors and Oklahoma Municipal Power Authority. Black-Mullins holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Connecticut, Oklahoma and Texas. Exencial Wealth Advisors is a financial advisory firm based out of Oklahoma City, OK. The firm has offices in 12 locations and a total of 114 financial advisors. It oversees $4 billion in assets under management among its 4,629 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 33 charities and foundations. Of its 4,629 client accounts, 45% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees depend on which service is provided. However, fee types billed by Exencial Wealth Advisors most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ami Black-Mullins Work History
Ami has been registered as a financial advisor for 3 years.*
Exencial Wealth Advisors
Oklahoma Municipal Power Authority
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ami Black-Mullins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Exencial Wealth Advisors
Oklahoma City, OK
Dallas, TX
Dallas, TX
Huntersville, NC
Old Lyme, CT
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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