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PACIFIC EXCEL WEALTH ADVISORS, INC.
CRD 172356File 801-133924
APPROVED
Retail clients
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.8M
Bottom 25% of cohort (national)
Discretionary AUM
$110.8M
Clients
115
115 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 21, 2025
- Principal office
- 925 YGNACIO VALLEY RD., STE 200, WALNUT CREEK, CA, 94596
- Phone
- (925) 464-7445
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.8M
- Discretionary AUM
- $110.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 115
- Non-discretionary accounts
- 0
- Total accounts
- 115
- AUM per client
- $963K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $71.1M |
| Pension and profit sharing plans | 9 | $2.1M |
| Individuals (other than high net worth individuals) | 65 | $37.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.