Excalibur Management Corp
Excalibur Management Corp is an SEC-registered wealth manager in Waltham, MA with $712.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Excalibur Management Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110836, SEC 801-39935, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $712.1M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Waltham, MA
- Employees
- 12
- Clients
- 307
- CRD
- 110836
- Ownership
- DELDUCHETTO, MICHAEL, ANTHONY; DELDUCHETTO, MICHAEL, WILLIAM; OHLER, MARC, HAMILTON; WETZEL, WAYNE, DONALD; DRUMM, THOMAS, STEWART
How much AUM does Excalibur Management Corp have?
Excalibur Management Corp reported $712.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Excalibur Management Corp?
Disclosed owners and executives of Excalibur Management Corp include DELDUCHETTO, MICHAEL, ANTHONY, DELDUCHETTO, MICHAEL, WILLIAM, OHLER, MARC, HAMILTON, WETZEL, WAYNE, DONALD, DRUMM, THOMAS, STEWART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.