Exencial Wealth Advisors Employee Directory

Financial ServicesUnited 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
151

United States Of America
151

Asia
1

India
1

South America
1

Brazil
1

Exencial Wealth Advisors's Leadership

C. D.
Chief Operations Officer
Mobile Phone
Email
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
J. B.
Co-Ceo
Mobile Phone
Email
J. S.
Partner & Sr. Wealth Advisor
Mobile Phone
Email
A. B.
Coo, Cco, Attorney
Mobile Phone
Email
B. S.
Partner, Senior Wealth Advisor
Mobile Phone
Email

Exencial Wealth Advisors Employee Metrics

100%

50%

0%

2025

2024

Finance
Administrative
Analytics
Operations
Accounting
Other
Business Development

Contact profiles from Exencial Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. D.
Chief Operations Officer
Mobile Phone
Email
United StatesOklahoma
Nov 05, 2025
J. S.
Partner & Sr. Wealth Advisor
Mobile Phone
Email
United StatesOklahoma
Oct 27, 2025
A. B.
Coo, Cco, Attorney
Mobile Phone
Email
United StatesOklahoma
Sep 15, 2025
J. B.
Co-Ceo
Mobile Phone
Email
United StatesOklahoma
May 02, 2025
B. S.
Partner, Senior Wealth Advisor
Mobile Phone
Email
United StatesConnecticut
Oct 30, 2025
C. W.
Partner & Director Of Business Development
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
D. T.
Partner/ Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
Sep 09, 2025
P. R.
Partner
Mobile Phone
Email
Oct 22, 2025
C. S.
Chief Marketing Officer
Mobile Phone
Email
United StatesArkansas
Nov 04, 2025
T. C.
Chief Investment Officer
Mobile Phone
Email
United StatesOklahoma
May 10, 2024

Frequently Asked Questions

What is Exencial Wealth Advisors known for?

Exencial Wealth Advisors was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 9108 N. Kelley Avenue, Oklahoma City, OK (405) 478-1971, US; 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 October 2025. These team members are located across 3 continents, including North AmericaAsiaSouth America.

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

As of October 2025, Exencial Wealth Advisors's key employees include:

Chief Operations Officer: C. D.
Chief Marketing Officer: C. S.
Chief Investment Officer: T. C.
Chief Compliance Officer: L. M. W.
Co-Ceo: J. B.

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