Overview
Assets Under Management: $458 million
Headquarters: HOLLY HILL, FL
High-Net-Worth Clients: 68
Average Client Assets: $5 million
Frequently Asked Questions
XCEL WEALTH MANAGEMENT, LLC 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 #158863), XCEL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
XCEL WEALTH MANAGEMENT, LLC is headquartered in HOLLY HILL, FL.
XCEL WEALTH MANAGEMENT, LLC serves 68 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, XCEL WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
XCEL WEALTH MANAGEMENT, LLC manages $458 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, XCEL WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 886
Discretionary Accounts: 673
Non-Discretionary Accounts: 213
Regulatory Filings
CRD Number: 158863
Last Filing Date: 2025-02-21 00:00:00
Website: https://xcelwealth.com