EXCEL WEALTH MANAGEMENT, LLC

Overview

Excel Wealth Management, LLC is an independent registered investment adviser that runs discretionary portfolios with a clear tilt toward equities, primarily through exchange-traded securities. Organized as an LLC and owner-operated, the firm positions itself as a capital allocator and as a selector of third-party managers when appropriate. Its advisory offering mixes portfolio management for individuals and small businesses with financial planning, pension consulting, and the selection of other advisers, and the firm also operates as an insurance broker. Investment activity emphasizes liquid public markets: exchange-traded equities make up the bulk of portfolio exposure, reflecting a preference for transparent, low-cost, and easily traded instruments. The firm is not an active ESG investor. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, allowing flexibility across different client types and engagement scopes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices