Excel Wealth Management, LLC
Excel Wealth Management, LLC is an SEC-registered mass-market adviser in Manchester, CT with $310.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Excel Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299602, SEC 801-114524, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $310.5M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Manchester, CT
- Employees
- 9
- Clients
- 326
- CRD
- 299602
- Ownership
- BARONCINI, EDWARD; LUCCO, MICHAEL, ANGELO; HEYMAN, PAUL, ANDREW; REYNOLDS, JAMES, RAYMOND
How much AUM does Excel Wealth Management, LLC have?
Excel Wealth Management, LLC reported $310.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Excel Wealth Management, LLC?
Disclosed owners and executives of Excel Wealth Management, LLC include BARONCINI, EDWARD, LUCCO, MICHAEL, ANGELO, HEYMAN, PAUL, ANDREW, REYNOLDS, JAMES, RAYMOND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.