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EXCEL WEALTH MANAGEMENT, LLC
CRD 299602 · SEC 801-114524
935 MAIN STREET, UNIT E, MANCHESTER, CT, 06040, United States
Phone
(888) 929-9920
Fax
(860) 540-1123
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.5M
Discretionary AUM
$310.5M
Team
9 total employees; 5 advisory reps; 4933 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 263 | $42.2M |
| Pension/profit sharing plans | 63 | $264.0M |
States served
AL, CA, MA, NJ, NY, NC, PA, RI, SC, WY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD