PACIFIC EXCEL WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$110,790,269
Discretionary
$110,790,269
Non-discretionary
$0
Firm details
- CRD number
- 172356
- SEC file number
- 801-133924
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.