XCEL WEALTH MANAGEMENT, LLC
CRD #158863 SEC #801-113826 HOLLY HILL, FL 386-872-3440
SEC Registered
Total AUM
$457.6M
Discretionary
$446.2M
Employees
4
Clients
--
Accounts
886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $457.6M | $446.2M | $11.4M | 4 | 0 |
| Feb 2024 | $343.4M | $337.1M | $6.3M | 4 | 0 |
| Mar 2023 | $361M | $348.4M | $12.5M | 4 | 0 |
| Mar 2022 | $431.8M | $419.9M | $11.9M | 4 | 0 |
| Mar 2021 | $395.4M | $382.1M | $13.4M | 4 | 0 |
| Jun 2020 | $179.9M | $179.9M | $0 | 4 | 0 |
| Mar 2020 | $179.9M | $179.9M | $0 | 4 | 0 |
| Oct 2019 | $120M | $120M | $0 | 4 | 0 |
| Mar 2019 | $120M | $120M | $0 | 4 | 0 |
| Jul 2018 | $121.5M | $121.5M | $0 | 4 | 0 |
| Jul 2018 | $121.5M | $121.5M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$457.6M
Discretionary$446.2M
Non-Disc.$11.4M
Employees4
Clients0
DateFeb 2024
Total AUM$343.4M
Discretionary$337.1M
Non-Disc.$6.3M
Employees4
Clients0
DateMar 2023
Total AUM$361M
Discretionary$348.4M
Non-Disc.$12.5M
Employees4
Clients0
DateMar 2022
Total AUM$431.8M
Discretionary$419.9M
Non-Disc.$11.9M
Employees4
Clients0
DateMar 2021
Total AUM$395.4M
Discretionary$382.1M
Non-Disc.$13.4M
Employees4
Clients0
DateJun 2020
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees4
Clients0