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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
About Xponify, Inc.
Xponify Financial (XPONIFY, Inc.) is a Texas fiduciary focused on retirement planning for pre-retirees and retirees (ages 54-73). The firm provides comprehensive financial planning and wealth management, including tax-minimization strategies, IRA/RMD rollovers, risk and income planning, and legacy/insurance considerations such as long-term care. Based in the Dallas-Fort Worth area and custodying assets at Altruist, they also run ongoing retirement education workshops and webinars.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Wheeler Douglas Pulliam
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #6626623
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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