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Firms

Xponify, Inc.

Location not listed

1 advisor$24.4 million managed

About the firm

A registered investment advisory firm. It manages about $24.4 million for roughly 93 individual clients. Services include financial planning, investment management for individuals and small businesses.

How they work

How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$256,989
Assets under management ?$24.4 million
Individual clients93
Median years of experience10
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businesses

Advisors at Xponify

1Advisors
10Median years of experience
1States with offices
–Offices
1 advisor · Xponify
Xponify
10yrs
Wheeler Pulliam
Financial advisor
Hickory Creek, TX
More experience than 50% of advisors in Hickory Creek
CFP®Fiduciary
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Also known as

Xponify Financial · Xponify LLC · Xponify Financial LLC

About Xponify

How do I contact Xponify?

Call the main office at 214-842-9845. The main office is at , .

How is Xponify paid?

The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Xponify offer?

Financial planning, Investment management for individuals and small businesses.

How many advisors work at Xponify?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.