Matthew
Weinheimer
Exencial Wealth Advisors
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About this Advisor
Matthew Weinheimer is a financial advisor based in Oklahoma City, Oklahoma, working with Exencial Wealth Advisors. Matthew has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, Weinheimer Wealth Management, Ameritas Advisory Services, LLC, and Purshe Kaplan Sterling Investments. Matthew has passed the Series 63 regulatory exam and is registered to provide services in California, Colorado, Georgia, Idaho, Louisiana, Michigan, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Matthew is part of Exencial Wealth Advisors, which operates out of Oklahoma City, Oklahoma. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
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
Matthew Weinheimer Work History
Purshe Kaplan Sterling Investments
Weinheimer Wealth Management
Ameritas Advisory Services, LLC
Ameritas Life Insurance Corp
Ameritas Investment Corp
Disclosures
Please visit the SEC profile of Matthew Weinheimer 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
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
Oklahoma City, OK
Dallas, TX
Orange, CT
Old Lyme, CT
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