What departments does Exencial Wealth Advisors have?

Exencial Wealth Advisors has employees across 8 departments including Entrepreneurship, Accounting, Customer Success, Administrative, Program & Project Management.

What is the largest department at Exencial Wealth Advisors?

The largest department at Exencial Wealth Advisors is Administrative with 3 employees.

Where are Exencial Wealth Advisors employees located globally?

Exencial Wealth Advisors has employees across 3 continents and 3 countries including India, United States Of America, Brazil.

How has Exencial Wealth Advisors's team size changed over time?

Exencial Wealth Advisors's team has decreased from approximately 127 to 63 employees based on available data.

Exencial Wealth Advisors Employee Directory

Financial ServicesOklahoma, United States51-200 Employees

Exencial Wealth Advisors operates as a Registered Investment Advisor, aligning its loyalties with clients and maintaining independence from Wall Street brokerage conflicts. The firm offers financial planning, tax planning, portfolio management, and planning for executive compensation, aiming to support clients in evaluating finances and making informed decisions. Based in Oklahoma City, Oklahoma, the company serves a mid-sized client base seeking comprehensive wealth management from a privately owned firm. In the broader market, Exencial stands as an independent option within financial services, distinct from traditional Wall Street brokerage models.

On March 31, 2026, Exencial Wealth Advisors joined Savant Wealth Management, integrating its advisory services into Savant's network.

Exencial Wealth Advisors Global Highlights

North America
139

United States Of America
139

Asia
1

India
1

South America
1

Brazil
1

Exencial Wealth Advisors's Leadership

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

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

Contact profiles from Exencial Wealth Advisors

Name

Title

Contact

Location

Last Update

J. B.
Co-Chief Executive Officer
Mobile Phone
Email
Mar 20, 2026
C. B.
Controller
Mobile Phone
Email
Oct 16, 2024
C. C.
Client Services Manager
Mobile Phone
Email
Jul 20, 2026
A. S.
Wealth Manager
Mobile Phone
Email
Oct 17, 2024
A. B.
Office Manager
Mobile Phone
Email
Oct 22, 2024
D. B.
Office Manager
Mobile Phone
Email
Oct 18, 2024
G. R.
Office Manager
Mobile Phone
Email
Oct 22, 2024
R. E.
Senior Portfolio Manager
Mobile Phone
Email
Oct 22, 2024
M. L. K.
Client Specialist
Mobile Phone
Email
Sep 03, 2026
K. J.
Tax Intern
Mobile Phone
Email
Apr 25, 2025

Frequently Asked Questions

What is Exencial Wealth Advisors known for?

Exencial 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.

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

Exencial 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.

How many employees does Exencial Wealth Advisors have currently?

Exencial Wealth Advisors has approximately 62 employees as of August 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?

As of August 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.

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Exencial Wealth Advisors Employee Directory

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