Summary

Exencial Wealth Advisors LLC

Founded in 2012

Description

We deliver financial advice and execution to clients across the U.S. from customized portfolios to tax and accounting.

Strengths

  • Exencial Wealth Advisors LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average
  • Since Exencial Wealth Advisors LLC was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average

Annual Revenue

Exencial Wealth Advisors LLC's annual revenue

$17661000

Based on Kona Equity data

  • Revenue per employee

    $218035

  • Variance of revenue growth

    0.01

  • Annual revenue growth since founding

    $841000

  • Revenue growth rate from first known quarter to current

    -0.8%

Employee Count

81 employees

  • Employee growth rate from first known quarter to current

    -9.0%

Executives

Jerry Georgopoulos

Co-Chief Executive Officer

j**@exencialwealth.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

9108 N Kelley 
Oklahoma City, OK  73131

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Key Information

  • SIC: 67; 679
  • NAICS: 523; 523920
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Exencial Wealth Advisors LLC.

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Frequently Asked Questions

Where is Exencial Wealth Advisors LLC located?

Exencial Wealth Advisors LLC's headquarters are located at 9108 N Kelley  Oklahoma City, OK  73131.


What is Exencial Wealth Advisors LLC's official website?

Exencial Wealth Advisors LLC's official website is exencialwealth.com


What is Exencial Wealth Advisors LLC's revenue?

Exencial Wealth Advisors LLC's annual revenue is $17.7 M.


What is Exencial Wealth Advisors LLC's SIC code?

Exencial Wealth Advisors LLC's SIC: 67; 679


What is Exencial Wealth Advisors LLC's NAICS code?

Exencial Wealth Advisors LLC's NAICS: 523; 523920.


How many employees does Exencial Wealth Advisors LLC's have?

Exencial Wealth Advisors LLC has 81 employees


What industry does Exencial Wealth Advisors LLC belong to?

Exencial Wealth Advisors LLC is in the industry of Financial services.

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