Greg Massey
Elected ManagerExencial Wealth Advisors, LLCCRD 7428098
About Greg Massey
Greg Massey is listed as Elected Manager at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%. Greg Massey is associated with 6 registered advisers.
Reported ownership
Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Greg Massey work?
Greg Massey is listed as Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.
How much of Exencial Wealth Advisors, LLC does Greg Massey own?
Form ADV reports a beneficial ownership band of Under 5%.
Exencial Wealth Advisors, LLC
| Title | Elected Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Delos Wealth Advisors, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |
Exencial Wealth Advisors, LLC
| Title | Owner & Chief Executive Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 1998 |
Wisdom Fixed Income Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1998 |
Meros Investment Management, LP
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1998 |
Ranger Alternative Management, L.P.
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1998 |