RIA Intel›Advisers›California›XEL WEALTH MANAGEMENT, INC.

XEL WEALTH MANAGEMENT, INC.

Advisory

ONTARIO, CA

Data as of May 5, 2026 · Source: SEC Form ADV

Rank in CA

#4,724

of 5,480 advisers by AUM

Average account

$185K

across 46 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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