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Timothy Michael Courtney

Chief Investment Officer & MemberExencial Wealth Advisors, LLCCRD 2700992

About Timothy Michael Courtney

Timothy Michael Courtney is listed as Chief Investment Officer & Member at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Timothy Michael Courtney work?

Timothy Michael Courtney is listed as Chief Investment Officer & Member at Exencial Wealth Advisors, LLC on SEC Form ADV.

How much of Exencial Wealth Advisors, LLC does Timothy Michael Courtney own?

Form ADV reports a beneficial ownership band of Under 5%.

Exencial Wealth Advisors, LLC

TitleChief Investment Officer & Member
OwnershipUnder 5%
Control personYes
Since2015
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