Exencial Wealth Advisors

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Exencial Wealth Advisors — overview

About

Exencial Wealth Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, portfolio management, investment management, estate planning, tax planning, education planning, insurance planning, retirement planning, and philanthropy planning. The services are offered to individuals, high-net-worth individuals, trusts, estates, municipalities, corporations & business entities, non-profit organizations, and foundations. In Q1 2026, Exencial Wealth Advisors was acquired by Savant Wealth Management, a Rockford, Illinois-based wealth manager and registered investment advisor.

Exencial Wealth Advisors - known decision makers (27)

Position	Location	Asset Class
Chief Financial Officer & Tax Director	Oklahoma City, US	REHFPD
Partner, Chief Investment Officer & Chair of Investment Committee	San Antonio, US	REHFPD
Chief Marketing Officer	Oklahoma City, US	REHFPD
Client Service Manager	Oklahoma City, US	REHFPD
Co-Founder & Consulting Advisor	Dallas, US	REHFPD

Showing 5 of 27 known decision makers Exencial Wealth Advisors

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo