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XCEL WEALTH MANAGEMENT, LLC
CRD 158863File 801-113826
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$497.9M
Above cohort median (national)
Discretionary AUM
$481.3M
Non-discretionary $16.7M
Clients
334
844 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 13, 2018
- Principal office
- 101 2ND STREET, SUITE 402, HOLLY HILL, FL, 32117
- Phone
- 386-872-3440
- Website
- HTTP://WWW.XCELWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $497.9M
- Discretionary AUM
- $481.3M
- Non-discretionary AUM
- $16.7M
- Discretionary accounts
- 644
- Non-discretionary accounts
- 200
- Total accounts
- 844
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $389.5M |
| Pension and profit sharing plans | 11 | $16.7M |
| Individuals (other than high net worth individuals) | 244 | $91.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.