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| Pacific Excel Wealth Advisors Inc
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|---|---|
| CRD # | 172356 |
| SEC # | 801-133924 |
| CIK # | 0002110884 |
| AUM | 110.8 M (2026-05-27) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-464-7445 |
| Address | 925 Ygnacio Valley Rd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 7.9 | ||
| Apple Inc | 7.0 | ||
| Nvidia Corp | 6.8 | ||
| Grayscale Bitcoin MINI Trust BTC | 5.3 | ||
| Microsoft Corp | 4.4 | ||
| XPEL Inc | 4.1 | ||
| Amazon Com Inc | 3.5 | ||
| Broadcom Inc | 3.4 | ||
| World Currency Gold Trust | 3.3 | ||
| Alphabet Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 37.5 |
| (b) Individuals (high net worth individuals) | 41 | 71.1 |
| (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 | 9 | 2.1 |
| (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 | 115 | 110.8 |
| By Discretionary | ||
| Discretionary | 115 | 110.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 115 | 110.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.8 | |
| Total | 115 | 110.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110884] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional, Retail |
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|---|---|---|
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