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XEL
XEL WEALTH MANAGEMENT, INC.
CRD 329693
337 N VINEYARD AVE #230, ONTARIO, CA, 91764, United States
Phone
909-635-9310
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $1.5M |
| High net worth individuals | 7 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD