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XCELSIOR ADVISOR PARTNERS LLC
CRD 334779 · SEC 801-132014
AZ, United States
Phone
480-866-8616
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$650.7M
Discretionary AUM
$650.7M
Team
15 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 318 | $344.2M |
| High net worth individuals | 30 | $103.3M |
| Corporations/business entities | 27 | $203.2M |
States served
AZ, CA, CO, IL, IN, LA, MI, MN, NY, NC, OH, PA, TN, UT, VA, WI, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD