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PACIFIC EXCEL WEALTH ADVISORS, INC.
CRD 172356 · SEC 801-133924
925 YGNACIO VALLEY RD., STE 200, WALNUT CREEK, CA, 94596, United States
Phone
(925) 464-7445
Fax
(925) 464-7445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.8M
Discretionary AUM
$110.8M
Team
3 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $37.5M |
| High net worth individuals | 41 | $71.1M |
| Pension/profit sharing plans | 9 | $2.1M |
States served
CA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD