EXCEL WEALTH MANAGEMENT, LLC
CRD #299602 SEC #801-114524 MANCHESTER, CT (888) 929-9920
SEC Registered
Total AUM
$273M
Discretionary
$273M
Employees
10
Clients
0
Accounts
462
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $273M | $273M | $0 | 10 | 5,644 |
| Apr 2025 | $273M | $273M | $0 | 10 | 5,644 |
| Mar 2025 | $273M | $273M | $0 | 10 | 5,644 |
| Jun 2024 | $232.7M | $232.7M | $0 | 10 | 5,000 |
| Mar 2024 | $232.7M | $232.7M | $0 | 10 | 5,000 |
| Aug 2023 | $419.5M | $419.5M | $0 | 12 | 3,850 |
| Aug 2023 | $419.5M | $419.5M | $0 | 12 | 3,850 |
| Jul 2023 | $419.5M | $419.5M | $0 | 12 | 3,850 |
| Mar 2023 | $419.5M | $419.5M | $0 | 12 | 3,850 |
| Dec 2022 | $339.2M | $339.2M | $0 | 12 | 0 |
| May 2022 | $339.2M | $339.2M | $0 | 12 | 0 |
| Mar 2022 | $339.2M | $339.2M | $0 | 12 | 0 |
| Oct 2021 | $334.5M | $334.5M | $0 | 6 | 0 |
| Aug 2021 | $565.5M | $328.4M | $237.1M | 6 | 0 |
| Mar 2021 | $418M | $418M | $0 | 6 | 0 |
| Sep 2020 | $343M | $343M | $0 | 5 | 0 |
| Aug 2020 | $343M | $343M | $0 | 5 | 0 |
| Jun 2020 | $343M | $343M | $0 | 5 | 0 |
| May 2020 | $343M | $343M | $0 | 5 | 0 |
| Apr 2020 | $343M | $343M | $0 | 5 | 0 |
| Mar 2020 | $343M | $343M | $0 | 5 | 0 |
| Feb 2020 | $306.3M | $306.3M | $0 | 3 | 0 |
| Nov 2019 | $306.3M | $306.3M | $0 | 3 | 0 |
| May 2019 | $306.3M | $306.3M | $0 | 3 | 0 |
| May 2019 | $306.3M | $306.3M | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees10
Clients5,644
DateApr 2025
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees10
Clients5,644
DateMar 2025
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees10
Clients5,644
DateJun 2024
Total AUM$232.7M
Discretionary$232.7M
Non-Disc.$0
Employees10
Clients5,000
DateMar 2024
Total AUM$232.7M
Discretionary$232.7M
Non-Disc.$0
Employees10
Clients5,000
DateAug 2023
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees12
Clients3,850
DateAug 2023
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees12
Clients3,850
DateJul 2023
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees12
Clients3,850
DateMar 2023
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees12
Clients3,850
DateDec 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees12
Clients0
DateMay 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$334.5M
Discretionary$334.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$565.5M
Discretionary$328.4M
Non-Disc.$237.1M
Employees6
Clients0
DateMar 2021
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0