PACIFIC EXCEL WEALTH ADVISORS, INC.
CRD #172356 SEC #801-133924 WALNUT CREEK, CA (925) 464-7445
SEC Registered
Total AUM
$102.9M
Discretionary
$102.9M
Employees
3
Clients
0
Accounts
132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $102.9M | $102.9M | $0 | 3 | 0 |
| Sep 2025 | $102.9M | $102.9M | $0 | 3 | 0 |
| Sep 2025 | $0 | $0 | $0 | 3 | 0 |
| Jun 2025 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2025
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0