EXCEL WEALTH MANAGEMENT, LLC

935 Main Street
Unit B104
Manchester, Connecticut 06040
Tel: (888) 929-9920

About EXCEL WEALTH MANAGEMENT, LLC

EXCEL WEALTH MANAGEMENT, LLC, formally registered with the SEC as EXCEL WEALTH MANAGEMENT, LLC. The firm was established in 01/28/2019. They have over 6 offices throughout the country.

EXCEL WEALTH MANAGEMENT, LLC is a Manchester, Connecticut based Financial Planning firm with nearly $232,703,491 assets under management, offering retirement planning & investment advisory services to 232 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299602
SEC#	801-114524
Assets Managed by Firm	$232,703,491
No. of Clients	232
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	232	$232,703,491
Individuals (other than high net worth individuals)	216	$24,403,491
High net worth individuals	Fewer than 5 clients	$3,152,246
Pension and profit sharing plans	38	$205,147,754

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