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Exencial Wealth Advisors Employee Directory

Financial ServicesOklahoma, United States51-200 Employees

Exencial Wealth Advisors has about 61 employees, nearly all of them in North America. Banking and Business make up over half of the profiles with a known department. Exencial Wealth Advisors's workforce spans 7 departments. Exencial Wealth Advisors's workforce fell 36% between July 2025 and July 2026.

Find Exencial Wealth Advisors employees' phone numbers or email addresses

Exencial Wealth Advisors Global Highlights

Location
Employees

North America
136

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  • United States Of America
    136

Asia
1

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  • India
    1

South America
1

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  • Brazil
    1

Exencial Wealth Advisors's Leadership

  • Co-Chief Executive Officer at Exencial Wealth Advisors
    J. B.
    Co-Chief Executive Officer
    Mobile Phone
  • Controller at Exencial Wealth Advisors
    C. B.
    Controller
    Mobile Phone
  • Client Services Manager at Exencial Wealth Advisors
    C. C.
    Client Services Manager
    Mobile Phone
  • Wealth Manager at Exencial Wealth Advisors
    A. S.
    Wealth Manager
    Mobile Phone
  • Office Manager at Exencial Wealth Advisors
    A. B.
    Office Manager
    Mobile Phone
  • Office Manager at Exencial Wealth Advisors
    D. B.
    Office Manager
    Mobile Phone
  • Office Manager at Exencial Wealth Advisors
    G. R.
    Office Manager
    Mobile Phone
  • Senior Portfolio Manager at Exencial Wealth Advisors
    R. E.
    Senior Portfolio Manager
    Mobile Phone

Exencial Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Analytics
  • Operations
  • Accounting
  • Other
  • Business Development
  • Banking
  • Entrepreneurship
  • Business
  • Legal
  • Community & Social Services
  • Information Technology

Banking is the largest department at 75% of profiles with a known department, up from 0% in July 2025, followed by Business (7%, up from 0%) and Entrepreneurship (7%, up from 0%).

Contact profiles from Exencial Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Co-Chief Executive Officer at Exencial Wealth Advisors
    J. B.
    Co-Chief Executive Officer
    Mobile Phone
    Mar 20, 2026
  • Controller at Exencial Wealth Advisors
    C. B.
    Controller
    Mobile Phone
    Oct 16, 2024
  • Client Services Manager at Exencial Wealth Advisors
    C. C.
    Client Services Manager
    Mobile Phone
    Sep 18, 2026
  • Wealth Manager at Exencial Wealth Advisors
    A. S.
    Wealth Manager
    Mobile Phone
    Oct 17, 2024
  • Office Manager at Exencial Wealth Advisors
    A. B.
    Office Manager
    Mobile Phone
    Oct 22, 2024
  • Office Manager at Exencial Wealth Advisors
    D. B.
    Office Manager
    Mobile Phone
    Oct 18, 2024
  • Office Manager at Exencial Wealth Advisors
    G. R.
    Office Manager
    Mobile Phone
    Oct 22, 2024
  • Senior Portfolio Manager at Exencial Wealth Advisors
    R. E.
    Senior Portfolio Manager
    Mobile Phone
    Oct 22, 2024
  • Client Specialist at Exencial Wealth Advisors
    M. L. K.
    Client Specialist
    Mobile Phone
    Sep 03, 2026
  • Tax Intern at Exencial Wealth Advisors
    K. J.
    Tax Intern
    Mobile Phone
    Apr 25, 2025

Frequently Asked Questions

What are the largest departments at Exencial Wealth Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 75% of profiles with a known department, up from 0% in July 2025, followed by Business (7%, up from 0%) and Entrepreneurship (7%, up from 0%). Exencial Wealth Advisors's workforce spans 7 departments.

How has Exencial Wealth Advisors's workforce changed over the past year?

Minus sign iconPlus sign iconExencial Wealth Advisors's workforce fell 36% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 75%.

How many employees does Exencial Wealth Advisors have currently?

Minus sign iconPlus sign iconExencial Wealth Advisors has approximately 61 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and South America.

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

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

  • Co-Chief Executive Officer: J. B.
  • Controller: C. B.
  • Client Services Manager: C. C.
  • Wealth Manager: A. S.
  • Office Manager: A. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconExencial Wealth Advisors employees' email format typically follows the pattern of FLast@exencialwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Exencial Wealth Advisors email formats with LeadIQ.

What is Exencial Wealth Advisors known for?

Minus sign iconPlus sign iconExencial Wealth Advisors was founded in 2003 and operates in the Financial Services industry. You can contact Exencial Wealth Advisors's main corporate office by phone at
+1-405-478-****
. Explore Exencial Wealth Advisors's company overview page for more information.

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