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Pete Trontis

Exencial Wealth Advisors

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About Pete Trontis

Pete Trontis is an Investment Advisor Representative registered in North Carolina and Oklahoma. He is an Equity Partner and owner of Exencial Wealth Advisors. Pete is a Chartered Financial Analyst and has been in the industry since 2014. Pete has a history of working for firms like Willingdon Wealth Management, Horizon Investments, Wells Fargo Securities and Exencial Wealth Advisors. Exencial Wealth Advisors is a firm based in Oklahoma City that specializes in providing financial planning, pension consulting, and portfolio management services. Pete Trontis is a dedicated professional with experience in the financial industry and is committed to helping clients achieve their financial goals.

Firm Information

Pete Trontis is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing arrangement

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Pete Trontis’s Registration & Firm History

NC

06/09/2020 - Present

Exencial Wealth Advisors (Huntersville NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pete Trontis.
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