Greg Massey is listed as Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Elected Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |
| Title | Owner & Chief Executive Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 1998 |
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1998 |
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1998 |
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1998 |