EXCEL WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $310.5M |
| Discretionary | $310.5M100% of AUM |
| Client Accounts | 332 |
| Avg Account Size | $935K |
| Employees | 9 |
| Peak AUM | $565.5MAug 2021 |
AUM by Client Type
Total AUM
$310M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $310M | +13.7% | 9.5% | 5.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $310.5M |
| Discretionary | $310.5M |
| Employees | 9 |
| Client Accounts | 332 |
| Client Range | 0 |
Contact & Location
Address
935 MAIN STREET
MANCHESTER CT 06040
Phone
(888) 929-9920
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$310M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution