Overview
Assets Under Management: $111 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 41
Average Client Assets: $1.7 million
Frequently Asked Questions
PACIFIC EXCEL WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172356), PACIFIC EXCEL WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
PACIFIC EXCEL WEALTH ADVISORS, INC. is headquartered in WALNUT CREEK, CA.
PACIFIC EXCEL WEALTH ADVISORS, INC. serves 41 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, PACIFIC EXCEL WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PACIFIC EXCEL WEALTH ADVISORS, INC. manages $111 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, PACIFIC EXCEL WEALTH ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.19%
Average Client Assets: $1.7 million
Total Client Accounts: 115
Discretionary Accounts: 115
Regulatory Filings
CRD Number: 172356
Filing ID: 2044060
Last Filing Date: 2026-01-22 12:30:54