WALNUT CREEK, CACRD 172356Latest ADV January 22, 2026
Pacific Excel Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated January 22, 2026, reports $111M in regulatory assets under management, 3 employees, and 115 accounts.
Assets Under Management
$111M
Employees
3
Offices
--
Total Clients
115
Primary office
WALNUT CREEK, CA
925 YGNACIO VALLEY RD., STE 200, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
65
2
HNWI
35.7%
41
3
Pension Plans
7.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of January 22, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$111M
Total Accounts115
10Y AUM Change+$111M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.