Xcel Wealth Management, LLC
Xcel Wealth Management, LLC is an SEC-registered wealth manager in Holly Hill, FL with $497.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Xcel Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158863, SEC 801-113826, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $497.9M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Holly Hill, FL
- Employees
- 4
- Clients
- 334
- CRD
- 158863
- Ownership
- XYNIDIS, JONATHAN, SCOTT
How much AUM does Xcel Wealth Management, LLC have?
Xcel Wealth Management, LLC reported $497.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Xcel Wealth Management, LLC?
Disclosed owners and executives of Xcel Wealth Management, LLC include XYNIDIS, JONATHAN, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.