|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Excel Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 299602 |
| SEC # | 801-114524 |
| CIK # | |
| AUM | $273.0 M (2025-04-21) |
| Employees | 10 (60% Investors, 30% Brokers) |
| Phone | 888-929-9920 |
| Address | 935 Main Street Manchester, CT 06040 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 462 | 31.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 241.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 462 | 273.0 |
| By Discretionary | ||
| Discretionary | 462 | 273.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 462 | 273.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.0 | |
| Total | 462 | 273.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NBS Financial & Insurance Services Inc
✚
|
CA | 0.3 |
|
Valued Wealth Advisors LLC
✚
|
UT | 0.3 |
|
Gainline Financial Partners LLC
✚
|
CO | 0.3 |
|
Oliveira Wealth LLC
✚
|
CA | 0.3 |
|
Breen Wealth Management LLC
✚
|
CA | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |
|
Bay Rivers Group Inc
✚
|
VA | 0.3 |
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.3 |
|
Lwealth LLC
✚
|
TX | 0.3 |