MW
Matthew C. Weinheimer
EXENCIAL WEALTH ADVISORS
Austin, TX 78746
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CRD#: 2917501
MW
Professional summary
Matthew Carl Weinheimer, CFP®, who also goes by Matt Weinheimer, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Austin, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Austin, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 5 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Weinheimer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 5) Exencial Wealth Advisors, LLC: Equity Partner / Owner, 2023 to Present Mr. Weinheimer is an Equity Partner of less than 5% of Exencial Wealth Advisors d/b/a Weinheimer Wealth Management. Investment Related. At Registered Location. RIA. Financial Advisor. Start date: 11/2023. 160 hrs/ month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start date: 11/2023. 2 hrs/ month; all during trading hours. Sales of fixed / traditional products. 3) ASW PARKSTONE,. Not Investment Related. 4101 Parkstone Heights Austin, TX 78746. Rental Property. Owner. Start date 01/2009. 2 hrs/ month; none during trading hours. Own and operate the condo that is rental to the operating company 4) 605 Sunset LLC, Not Investment Related. 615 Sunset St Fredericksburg, TX 78624. Rental Property. Owner. Start date 01/2021. 1 hr/ month; none during trading hours. My spouse handles the day to day operations of this AirBnB 5) Parkstone Investments, LLC : Minority Owner and Voting Member, 2024. Mr. Weinheimer is a Minority Owner and Voting Member of Parkstone Investments, LLC. He provides non-securities-related services for the registered representatives of Purshe Kaplan Sterling Investments (PKS) ranging from marketing, compliance, human resources, payroll, and benefits administration. Not-investment related. Mr. Weinheimer devotes approximately 1% of his work week on this outside business activity. 6) Purshe Kaplan Sterling Investments (PKS): Registered Representative, 2024: Investment Related: Mr. Weinheimer is a registered representative with PKS, where he works with PKS clients making investment recommendations to buy and sell various securities and/or investment products. In performing services as PKS registered representatives, Mr. Weinheimer is directly paid compensation by PKS and spend approximately five hours of his work week on this outside business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Carl Weinheimer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
November 14, 2023 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 4101 Parkstone Heights Drive Suite 210, Austin, TX 78746RIA
CRD#: 130475
Austin, TX
Current
November 15, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4101 Parkstone Heights Drive Suite 210, Austin, TX 78746BD
CRD#: 35747
Austin, TX
Past
November 1, 2021 - November 22, 2023
AMERITAS ADVISORY SERVICES, LLC
RIA
CRD#: 317245
Austin, TX
Past
December 18, 1997 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
AUSTIN, TX
Past
December 5, 1997 - January 23, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
December 5, 1997 - November 22, 2023
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
Registered Investment Advisory firm - (2/9/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(2/28/2024)
RR
Colorado(11/15/2023)
RR
Florida(11/15/2023)
RR
Georgia(11/15/2023)
RR
Idaho(11/15/2023)
IAR
Louisiana(11/14/2023)
RR
Louisiana(11/15/2023)
RR
Massachusetts(11/15/2023)
RR
Michigan(11/15/2023)
RR
North Carolina(11/15/2023)
IAR
Oklahoma(11/14/2023)
RR
Oklahoma(11/15/2023)
RR
Oregon(11/15/2023)
RR
Pennsylvania(11/15/2023)
RR
South Carolina(11/15/2023)
IAR
Texas(11/14/2023)
RR
Texas(11/15/2023)
RR
Virginia(11/15/2023)
RR
Washington(1/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/15/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
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Contact information
Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
