EXCEL WEALTH MANAGEMENT, LLC
Manchester, United States · CRD 299602
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$310.5m
- Main clients (by assets)Pension plans 85%, Individuals 14%, High net worth individuals 1%
- Form ADV · 2026-03-16SEC adviser record
- Kindinstitutions
- Others nearbyManchester, CT
As an employer
- Staff (Form ADV)9 · 5 in investment roles
- Offices in1 country