EXCEL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$310,496,264
Discretionary
$310,496,264
Non-discretionary
$0
Firm details
- CRD number
- 299602
- SEC file number
- 801-114524
- Main office
- MANCHESTER, CT, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.