What departments does Exencial Wealth Advisors have?

Exencial Wealth Advisors has employees across 8 departments including Operations, Marketing, Finance, Business Development, Administrative.

What is the largest department at Exencial Wealth Advisors?

The largest department at Exencial Wealth Advisors is Finance with 4 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 93 employees based on available data.

Exencial Wealth Advisors Employee Directory

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

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

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
154

United States Of America
154

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
T. C.
Chief Investment Officer
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

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

Contact profiles from Exencial Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. D.
Chief Operations Officer
Mobile Phone
Email
United StatesOklahoma
Nov 07, 2025
J. S.
Partner & Sr. Wealth Advisor
Mobile Phone
Email
United StatesOklahoma
Aug 06, 2024
J. B.
Co-Ceo
Mobile Phone
Email
United StatesOklahoma
May 06, 2026
B. S.
Partner, Senior Wealth Advisor
Mobile Phone
Email
United StatesConnecticut
May 06, 2026
D. T.
Partner/ Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
May 06, 2026
P. R.
Partner
Mobile Phone
Email
United StatesOklahoma
Oct 25, 2024
A. W.
Partner And Sr. Wealth Advisor
Mobile Phone
Email
United StatesTexas
Oct 02, 2024
C. S.
Chief Marketing Officer
Mobile Phone
Email
United StatesArkansas
Aug 28, 2025
A. E.
Executive Assistant To The President
Mobile Phone
Email
United StatesOklahoma
Apr 01, 2026
T. C.
Chief Investment Officer
Mobile Phone
Email
United StatesOklahoma
May 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. The company's main headquarters is located in 9108 North Kelley Avenue Oklahoma City, Oklahoma United States; 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 71 employees as of May 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 May 2026, 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.
Chief Investment Officer: T. C.

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Exencial Wealth Advisors Employee Directory

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