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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | D | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARONCINI, EDWARD | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| LUCCO, MICHAEL, ANGELO | I | MANAGING MEMBER | C | Control |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| HEYMAN, PAUL, ANDREW | I | FINANCIAL CONSULTANT | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A | |
| REYNOLDS, JAMES, RAYMOND | I | CHIEF OPERATING OFFICER | A |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (14)
AL CA CT FL MA NC NH NJ NY PA RI SC TX VA
Address
935 MAIN STREETUNIT E
MANCHESTER, CT 06040
United States
Phone: (888) 929-9920