Pacific Excel Wealth Advisors, Inc.

Overview

Pacific Excel Wealth Advisors, Inc. is an independent registered investment adviser formed as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include a percentage-of-AUM component and fixed fees. The adviser is not positioned as a capital allocator, does not self-identify as an active ESG investor, and appears to maintain a single-state advisory registration profile. Pacific Excel reports relationships with an insurance company as an industry affiliation and lists advisory activities that reflect a mix of wealth management and pension consulting offerings, suggesting a client mix that spans high-net-worth households and smaller institutional or plan clients.

Assets & Accounts

Public Holdings

Investments & Alternatives