Burns Wealth Management, Inc. is listed as Member at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Burns Wealth Management, Inc. work?
Burns Wealth Management, Inc. is listed as Member at Exencial Wealth Advisors, LLC on SEC Form ADV.
How much of Exencial Wealth Advisors, LLC does Burns Wealth Management, Inc. own?
Form ADV reports a beneficial ownership band of 50-75%.