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| XCEL Wealth Management LLC
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|---|---|
| CRD # | 158863 |
| SEC # | 801-113826 |
| CIK # | 0001791002 |
| AUM | 497.9 M (2026-02-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 386-872-3440 |
| Address | 101 2nd Street Holly Hill, FL 32117 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 27.9 | ||
| Restoration Hardware Holdings Inc | 20.9 | ||
| Nvidia Corp | 15.4 | ||
| Bank of America Corp /DE/ | 14.9 | ||
| Alphabet Inc | 13.2 | ||
| Apple Inc | 11.9 | ||
| Ford Motor Co | 11.9 | ||
| Home Depot Inc | 11.4 | ||
| J P Morgan Chase & Co | 11.3 | ||
| Boeing Co | 11.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 91.7 |
| (b) Individuals (high net worth individuals) | 79 | 389.5 |
| (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 | 11 | 16.7 |
| (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 | 844 | 497.9 |
| By Discretionary | ||
| Discretionary | 644 | 481.3 |
| Non-Discretionary | 200 | 16.7 |
| Total | 844 | 497.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.9 | |
| Total | 844 | 497.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001791002] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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498.9 M | |
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Sa Wealth Management LLC
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