PACIFIC EXCEL WEALTH ADVISORS, INC.
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 172356
- Registered since
- July 21, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.19%
- Individuals33.87%
- Pension & Profit Sharing Plans1.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pacific Excel Wealth Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm registered with the SEC in 2025 and identifies its client base as both individual & family and institutional clients. Its fee model combines percentage-of-AUM charges with fixed fees. Advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify itself as an active ESG investor, does not operate as a capital allocator, and is not flagged as a multi-state adviser. An industry affiliation with an insurance company is also noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1NATHAN SADOWSKI
President & Wealth ManagerCRD 6422365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$113M in ETFs
63%
$70.9M
34%
$42.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB) | First Trust | Active | Intermediate Core Bond | $3.4M | 164,390 | 3.04% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 925 Ygnacio Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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