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Building 2PACIFIC EXCEL WEALTH ADVISORS, INC.

Map pinWALNUT CREEK, CA
Phone(925) 464-7445
NotebookSEC #801-133924
Total AUM
$110.8M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
925 YGNACIO VALLEY RD.
STE 200
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(925) 464-7445

ReceiptFinancials

Total AUM
$110.8M
Accounts
115
Discretionary
$110.8M
Accounts
115
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$37.5M
HNW Individual Clients
41
AUM
$71.1M
Pension/Profit Sharing Plan Clients
9
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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