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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| XYNIDIS, JONATHAN, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
101 2ND STREETSUITE 402
HOLLY HILL, FL 32117
United States
Phone: 386-872-3440