Neal Jerry Simon
Elected ManagerExencial Wealth Advisors, LLCCRD 1692810
About Neal Jerry Simon
Neal Jerry Simon is listed as Elected Manager at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%. Neal Jerry Simon is associated with 2 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 Neal Jerry Simon work?
Neal Jerry Simon is listed as Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.
How much of Exencial Wealth Advisors, LLC does Neal Jerry Simon 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 |
Soltis Investment Advisors, LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |