PT
Pete Trontis
EXENCIAL WEALTH ADVISORS
Huntersville, NC 28078
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CRD#: 4653251
PT
Professional summary
Pete Trontis is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Huntersville, North Carolina.
Pete is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Pete has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Exencial Wealth Advisors, LLC: Equity Partner / Owner, 2020 to Present Mr. Trontis is an Equity Partner of less than 5% of Exencial Wealth Advisors. Mr. Trontis spends 100% of his workweek performing services for the firm. Mr. Trontis is not engaged in any investment-related business outside of his employment at Exencial.
CRS (Client Relationship Summary) - RIA
Click below to view Pete Trontis'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®
NoneExperience
Current
June 9, 2020 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 13801 Reese Boulevard West Suite 155, Huntersville, NC 28078RIA
CRD#: 130475
Huntersville, NC
Past
October 3, 2018 - July 10, 2020
WILLINGDON WEALTH MANAGEMENT LLC
RIA
CRD#: 129613
HUNTERSVILLE, NC
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.Highlighted states indicate IAR registrations
IAR
North Carolina(6/9/2020)
IAR
Oklahoma(6/9/2020)
Exams
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.
