XCEL WEALTH MANAGEMENT, LLC

101 2nd Street
Suite 402
Holly Hill, Florida 32117
Tel: 386-872-3440

About XCEL WEALTH MANAGEMENT, LLC

XCEL WEALTH MANAGEMENT, LLC, formally registered with the SEC as XCEL WEALTH MANAGEMENT, LLC. The firm was established in 08/13/2018. They have over 1 offices throughout the country.

XCEL WEALTH MANAGEMENT, LLC is a Holly Hill, Florida based Financial Planning firm with nearly $457,587,766 assets under management, offering retirement planning & investment advisory services to 886 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158863
SEC#	801-113826
Assets Managed by Firm	$457,587,766
No. of Clients	886
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	886	$457,587,766
Individuals (other than high net worth individuals)	221	$111,985,384
High net worth individuals	68	$334,250,296
Pension and profit sharing plans	6	$11,352,086

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