LP Profile

Excel Wealth Management

Also known as excel wealth

Wealth ManagerManchester, United StatesFounded 2016
Manchester
Headquarters
Investment Focus

About Excel Wealth Management

Excel Wealth Management is a wealth manager based in Manchester, US. Founded in 2016.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Excel Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$310.5M
Total Clients
332
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Excel Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Excel Wealth Management?

Excel Wealth Management is a wealth manager based in Manchester, United States.

Where is Excel Wealth Management headquartered?

Excel Wealth Management is headquartered in Manchester, United States.

When was Excel Wealth Management founded?

Excel Wealth Management was founded in 2016.

How can I contact Excel Wealth Management?

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