XCEL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$497,928,235
Discretionary
$481,272,206
Non-discretionary
$16,656,029
Firm details
- CRD number
- 158863
- SEC file number
- 801-113826
- Main office
- HOLLY HILL, FL, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.