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 registered investment adviser organized as a corporation and registered with the SEC in 2025. The firm is owner-operated and serves both individual & family and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee billing is a mix of percentage-of-AUM and fixed fees. The firm is not positioned as a capital allocator and does not present itself as an active ESG investor. Industry affiliations include a relationship with an insurance company, which may influence product access or distribution for certain client solutions.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$101M in ETFs
60%
$61.3M
33%
$40.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $4M | 42,674 | 3.90% |
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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