Exencial Wealth Management to acquire $800 million RIA
Its purchase of North Carolina’s Willingdon Wealth will add 16 employees
Exencial Wealth Advisors, an Oklahoma City-based registered investment adviser managing $2.1 billion, will acquire Willingdon Wealth Management, a Huntersville, N.C.-based RIA managing $800 million. The acquisition is expected to close June 1.
Willingdon’s 16 employees will join Exencial.
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