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MW

Matthew C. Weinheimer

EXENCIAL WEALTH ADVISORS
Austin, TX 78746
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Carl Weinheimer's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2009

Experience

Current

November 14, 2023 - Present

EXENCIAL WEALTH ADVISORS

Office #1: 4101 Parkstone Heights Drive Suite 210, Austin, TX 78746
RIA
CRD#: 130475
Austin, TX
Current

November 15, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 4101 Parkstone Heights Drive Suite 210, Austin, TX 78746
BD
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
RR
Series 63
Date: 12/16/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/15/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/2/1998
General Securities Principal Examination
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
Registered Investment Advisory firm - (2/9/2004 Approved)
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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 (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXENCIAL WEALTH ADVISOR ADV 2A 3-25-2025 (3/25/2025)
2024 AUDITED BALANCE SHEET (3/25/2025)

Regulatory assets under management

Total Number of Accounts9,357
AUM (Assets Under Management)$ 5,301,377,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
11/20/2023
Cover Page
Report

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.

Company Information

EXENCIAL WEALTH ADVISORS

CRD#: 130475Austin, TX 78746

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