SEC Form ADV

EXCEL WEALTH MANAGEMENT, LLC

Registered Investment AdviserCT
$310.5M
Assets Under Management
332
Total Clients
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Registration Details

Accession
CRD-299602
Location
MANCHESTER, CT
Filing Date
March 16, 2026
AUM
$310.5M
Total Clients
332
Amendment
No

About this Adviser

EXCEL WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MANCHESTER, CT, managing approximately $310.5M in assets across 332 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.