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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 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 |
|---|---|---|---|---|
| SADOWSKI, NATHAN, JOEL | I | PRESIDENT | E | Control |
| SADOWSKI, NATHAN, JOEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SADOWSKI, NATHAN, JOEL | I | PRESIDENT/CCO | E | Control |
| SADOWSKI, NATHAN, JOEL | I | PRESIDENT/CCO | E | Control |
| SADOWSKI, NATHAN, JOEL | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (3)
CA FL NV
Address
925 YGNACIO VALLEY RD.STE 200
WALNUT CREEK, CA 94596
United States
Phone: (925) 464-7445