Exencial Wealth Acquires Weinheimer Wealth Management


January 12, 2024

On December 19, 2023, Exencial Wealth Advisors announced that it had acquired Weinheimer Wealth Management.

Under the terms of the transaction, Exencial Wealth Advisors (“Exencial”) announced that it acquired Weinheimer Wealth Management (“Weinheimer”). Further terms of the transaction were not disclosed.

Exencial, based in Oklahoma City, Oklahoma, is a registered investment advisor providing financial planning, tax planning, portfolio management, and executive compensation and planning services. As of September 2023, Exencial had $4.36 billion in assets under management.

Weinheimer, based in Austin, Texas, is a boutique wealth management services firm servicing high-net-worth individuals and small business owners. As of December 2023, Weinheimer had $500 million in assets under management. Park Sutton Advisors served as financial advisor to Weinheimer on the transaction.

To read the press release: please click here.


The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.