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Building 2EXCEL WEALTH MANAGEMENT, LLC

Map pinMANCHESTER, CT
Phone(888) 929-9920
NotebookSEC #801-114524
Total AUM
$310.5M
Employees
9
Clients
327

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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