Exencial Wealth Advisors Employee Directory

Q: What is Exencial Wealth Advisors known for?

Exencial Wealth Advisors was founded in 2003. Exencial Wealth Advisors operates in the Financial Services industry.

Q: How many employees does Exencial Wealth Advisors have currently?

Exencial Wealth Advisors has approximately 107 employees.

Q: Who are Exencial Wealth Advisors's key employees and leadership?

Exencial Wealth Advisors's key employees include: Co-Ceo: J. B., Chief Marketing Officer: C. S., Chief Investment Officer: T. C., Chief Compliance Officer: L. M. W., President | Cfo: C. D..

Financial ServicesOklahoma, United States51-200 Employees

Exencial is a leading independent wealth management firm.

We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.

We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.

Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Find Exencial Wealth Advisors employees' phone numbers or email addresses

Exencial Wealth Advisors Global Highlights

North America
149

United States Of America
149

Asia
1

India
1

South America
1

Brazil
1

Exencial Wealth Advisors's Leadership

C. S.
Chief Marketing Officer
Mobile Phone
Email
T. C.
Chief Investment Officer
Mobile Phone
Email
L. M. W.
Chief Compliance Officer
Mobile Phone
Email
C. D.
President | Cfo
Mobile Phone
Email
S. F.
President, Executive Counseling
Mobile Phone
Email
J. B.
Co-Ceo
Mobile Phone
Email
J. S.
Partner & Sr. Wealth Advisor
Mobile Phone
Email
B. S.
Partner, Senior Wealth Advisor
Mobile Phone
Email

Exencial Wealth Advisors Employee Metrics

100%

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0%

2026

2025

2024

Finance
Administrative
Analytics
Operations
Accounting
Other
Business Development
Banking
Entrepreneurship
Business
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Contact profiles from Exencial Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. P.
Lead Tax Senior
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
C. E.
Assistant Tax Manager
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
C. H.
Marketing Manager
Mobile Phone
Email
United StatesTexas
Oct 10, 2024
E. L.
Relationship Manager
Mobile Phone
Email
United StatesOklahoma
Dec 18, 2024
L. R.
Office Manager
Mobile Phone
Email
United StatesConnecticut
Sep 12, 2025
R. F.
Senior Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Mar 11, 2024
K. J.
Assistant Tax Manager
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025
L. C. S.
Relationship Manager
Mobile Phone
Email
United StatesOklahoma
Oct 21, 2025
M. C.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2025
P. T.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Jan 28, 2026

Frequently Asked Questions

What is Exencial Wealth Advisors known for?

Exencial Wealth Advisors was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-405-478-****

. Explore Exencial Wealth Advisors's company overview page for more information.

What is Exencial Wealth Advisors's most common email format?

Exencial Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Exencial Wealth Advisors email formats with LeadIQ.

How many employees does Exencial Wealth Advisors have currently?

Exencial Wealth Advisors has approximately 107 employees as of January 2026. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are Exencial Wealth Advisors's key employees and leadership?

As of January 2026, Exencial Wealth Advisors's key employees include:

Chief Marketing Officer: C. S.
Chief Investment Officer: T. C.
Chief Compliance Officer: L. M. W.
President | Cfo: C. D.
President, Executive Counseling: S. F.

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