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XCEL WEALTH MANAGEMENT, LLC
CRD 158863 · SEC 801-113826
101 2ND STREET, SUITE 402, HOLLY HILL, FL, 32117, United States
Phone
386-872-3440
Fax
386-872-3442
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$497.9M
Discretionary AUM
$481.3M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $91.7M |
| High net worth individuals | 79 | $389.5M |
| Pension/profit sharing plans | 11 | $16.7M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD