Exencial Wealth Advisors Employee Directory

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.

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Exencial Wealth Advisors Global Highlights

North America
187

United States Of America
187

South America
2

Brazil
2

Exencial Wealth Advisors's Leadership

C. D.
Chief Operations Officer | Chief Compliance Officer
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L. M. W.
Chief Compliance Officer
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T. C.
Chief Investment Officer
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T. C.
Chief Investment Officer
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J. B.
Co-Ceo
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D. N.
Cfo And Tax Director
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B. S.
Partner, Senior Wealth Advisor
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C. W.
Partner & Director Of Business Development
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Exencial Wealth Advisors Employee Metrics

100%

50%

0%

2024

2023

Finance
Administrative
Analytics
Operations
Accounting
Other

Contact profiles from Exencial Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. C.
Relationship Manager
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Mobile Phone
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Email
United StatesOklahoma
Oct 18, 2024
C. M.
Tax Manager
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Email
United StatesTexas
Oct 22, 2024
C. B.
Relationship Manager
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Mobile Phone
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Email
United StatesConnecticut
Oct 18, 2024
C. H.
Marketing Manager
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Mobile Phone
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United StatesTexas
Jun 21, 2024
C. H.
Marketing Manager
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Mobile Phone
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Email
United States
Jun 21, 2024
D. B.
Office Manager
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Email
United StatesOklahoma
Sep 11, 2024
D. J.
Tax Manager
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Mobile Phone
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Email
United StatesTexas
Oct 23, 2024
D. B.
Office Manager
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Mobile Phone
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Work email
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Email
Oct 18, 2024
D. J.
Operations Manager
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Mobile Phone
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Email
United StatesTexas
Oct 21, 2024
D. J.
Branch Manager
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Mobile Phone
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Email
United StatesTexas
Oct 16, 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 96 employees as of October 2024. These team members are located across 2 continents, including North AmericaSouth America.

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

As of October 2024, Exencial Wealth Advisors's key employees include:

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

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