|
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| Excel Wealth Management LLC
✚
| |
|---|---|
| CRD # | 299602 |
| SEC # | 801-114524 |
| CIK # | |
| AUM | $232.7 MM (2024-06-28) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 888-929-9920 |
| Address | 935 Main Street Manchester, CT 06040 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 24.4 |
| (b) Individuals (high net worth individuals) | 0 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 205.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 232.7 |
| By Discretionary | ||
| Discretionary | 232 | 232.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 232 | 232.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.7 | |
| Total | 232 | 232.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Caruso McLean & Co Inc
✚
|
NY | 0.2 |
|
The Abbit Management Corp
✚
|
MI | 0.2 |
|
Boone Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Holland Advisory Services Inc
✚
|
FL | 0.2 |
|
PWA Financial
✚
|
PA | 0.2 |
|
Demars Financial Group LLC
✚
|
WA | 0.2 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Fox Financial Inc
✚
|
PA | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |