SEC Form ADV

EXCEL WEALTH MANAGEMENT, LLC

Firm profile: Excel Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCT

$310.5M

Assets Under Management

332

Total Clients

Employees

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Registration Details

Accession: CRD-299602
Location: MANCHESTER, CT
Filing Date: March 16, 2026
AUM: $310.5M
Total Clients: 332
Institutional Clients: 63
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

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.

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