Exencial Wealth Advisors Acquires Weinheimer Wealth Management
December 19, 2023
Exencial Wealth Advisors has acquired Austin-based Weinheimer Wealth Management, integrating nine professionals and approximately $500 million in assets under management (AUM) into Exencial’s platform. The transaction expands Exencial’s presence in Texas and brings additional wealth management capabilities and client relationships to the firm.
- Buyers
- Exencial Wealth Advisors
- Targets
- Weinheimer Wealth Management
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Buyout
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