Excel Wealth Management, LLC
● SEC registered since 2019CRD 299602SEC# 801-114524Manchester, CT
Reg. AUM
$310.5M
Employees
9
Accounts
332
Location
Manchester, CT
Excel Wealth Management, LLC assets under management
Excel Wealth Management, LLC operates as an SEC-registered investment adviser based in Manchester, CT. The firm has been registered since 2019. It reports $310.5 million in regulatory assets under management and employs 9 people.
Excel Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Baroncini Control | Managing Member, Chief Investment Officer And Chief Compliance Officer | 25-50% | 2018 |
| James Raymond Reynolds | Chief Operating Officer | 5-10% | 2023 |
| Michael Angelo Lucco Control | Managing Member | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Excel Wealth Management, LLC manage?
Excel Wealth Management, LLC reports $310.5 million in regulatory assets under management on its Form ADV.
How many employees does Excel Wealth Management, LLC have?
Excel Wealth Management, LLC reports 9 employees.
Where is Excel Wealth Management, LLC located?
Excel Wealth Management, LLC is based in Manchester, CT and has been SEC-registered since 2019.
Does Excel Wealth Management, LLC disclose fund performance?
Excel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 935 Main Street, Unit E, Manchester, CT 06040 |
| Phone | (888) 929-9920 |
| Fax | (860) 540-1123 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$310.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$310.5Mregulatory AUM
Discretionary $310.5M