Exencial Wealth Advisors
Exencial Wealth Advisors is a multi-family office headquartered in Oklahoma City. Founded in 2003 by investment advisor John F.
Exencial Wealth Advisors
Exencial Wealth Advisors is a multi-family office headquartered in Oklahoma City. Founded in 2003 by investment advisor John F. Burns after building his practice advising senior corporate executives, its wealth originated from fee-based investment management rather than a single operating business. The firm integrates tax planning, financial planning and discretionary portfolio management for entrepreneurial and executive families—allocating capital across public markets, private investments and tailored planning mandates.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
Oklahoma City
Corporate office
—
Frequently asked questions
What is Exencial Wealth Advisors?
Exencial Wealth Advisors is a multi family office headquartered in Oklahoma City.
When was Exencial Wealth Advisors founded?
Exencial Wealth Advisors was founded in 2003.
Where is Exencial Wealth Advisors headquartered?
Exencial Wealth Advisors is headquartered in Oklahoma City, in the North America region.
What does Altss track for Exencial Wealth Advisors?
Altss maintains an OSINT-verified profile of Exencial Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Exencial Wealth Advisors's website?
Exencial Wealth Advisors's public website is www.exencialwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Exencial Wealth Advisors?
Exencial Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Exencial Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Exencial Wealth Advisors?
Exencial Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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