RIA Intel›Advisers›California›PACIFIC EXCEL WEALTH ADVISORS, INC.

PACIFIC EXCEL WEALTH ADVISORS, INC.

Advisory

WALNUT CREEK, CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Total AUM

$111M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$111M

Discretionary AUM$111M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients115

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PACIFIC EXCEL WEALTH ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.