Excel Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manchester, CT. Its latest Form ADV filing, dated March 16, 2026, reports $310M in regulatory assets under management, 9 employees, 1 office, and 332 accounts.
Assets Under Management
$310M
Employees
9
Offices
1 office
Total Clients
326
Primary office
MANCHESTER, CT
935 MAIN STREET, UNIT E, MANCHESTER, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.7% of total clients.
Top client categories% of clientsClients
1
Individuals
80.7%
263
2
Pension Plans
19.3%
63
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 16, 2026
Discretionary100.0%
$310M
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$310M
Total Accounts332
10Y AUM Change+$310M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change+6 (+200.0%)
* 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.