Willingdon Wealth Management
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
13801 Reese Blvd W Ste 155, Huntersville...Phone Number
(704) 659-7817Website
www.willingdonwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Willingdon Wealth Management
Exencial Wealth Advisors is a registered investment advisory firm with 13 offices across the U.S., specializing in aligning clients' financial goals with expert advice. They offer a holistic approach through customized portfolios, financial planning, investment management, estate planning, and tax services. Their integrated service platform emphasizes coordination between various financial aspects to improve client outcomes. The firm caters to business owners, executives, and individuals experiencing life changes, ensuring tailored financial solutions for each client's unique needs.Explore more
Willingdon Wealth Management Org Chart
MD
Senior Portfolio Manager
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Revenue
Number of Employees
Type
Funding
Founded In
Willingdon Wealth Managem...
<$5M
11-50
Private
-
2003
JB
James BaileySenior Wealth Advisor & Portfolio Manager
Company Profile Activity
Activity Insights
Willingdon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Willingdon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Willingdon Wealth Management.
Willingdon Wealth Management Tech Stack
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Willingdon Wealth Management News & Media
Exencial Wealth Advisors to Acquire Willingdon Wealth Management
OKLAHOMA CITY--(BUSINESS WIRE)-- #ExencialWealthAdvisors--Exencial Wealth Advisors to acquire Willingdon Wealth Management.Republic Capital Group Congratulates Exencial Wealth Advisors on RIA Acquisition
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is today congratulating its client, Exencial Wealth Advisors, on the announcement of reaching an agreement to acquire Willingdon Wealth Management.
Read more news
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Exencial Wealth Advisors is a registered investment advisory firm with 13 offices across the U.S., specializing in aligning clients' financial goals with expert advice. They offer a holistic approach through customized portfolios, financial planning, investment management, estate planning, and tax services. Their integrated service platform emphasi... Read More
