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| Excelsior Wealth Management LLC
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| |
|---|---|
| CRD # | 326976 |
| SEC # | 801-128803 |
| CIK # | |
| AUM | $18.0 MM (2024-02-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 773-331-4692 |
| Address | 1642 N Cleveland Ave Chicago, IL 60614 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Insights Investments LLC
✚
|
CA | 0.0 |
|
Pursino Advisory Group LLC
✚
|
NY | 0.0 |
|
Quanta Finance Sa
✚
|
0.0 | |
|
Beagle Invest LLC
✚
|
CA | 0.0 |
|
Parabla LLC
✚
|
NC | 0.0 |
|
Qienna Wealth Management Inc
✚
|
0.0 | |
|
Tall Pines Capital LLC
✚
|
IL | 0.0 |
|
Moralis Technologies LLC
✚
|
PA | 0.0 |
|
Albert Investments LLC
✚
|
CA | 0.0 |
|
Tyton Wealth
✚
|
0.0 |