Pacific Excel Wealth Advisors, Inc.
Pacific Excel Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Walnut Creek, CA with $110.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pacific Excel Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172356, SEC 801-133924, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $110.8M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Walnut Creek, CA
- Employees
- 3
- Clients
- 115
- CRD
- 172356
- Ownership
- SADOWSKI, NATHAN, JOEL
How much AUM does Pacific Excel Wealth Advisors, Inc. have?
Pacific Excel Wealth Advisors, Inc. reported $110.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Pacific Excel Wealth Advisors, Inc.?
Disclosed owners and executives of Pacific Excel Wealth Advisors, Inc. include SADOWSKI, NATHAN, JOEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.