Pacific Excel Wealth Advisors, Inc.
● SEC registered since 2025CRD 172356SEC# 801-133924Walnut Creek, CA
Reg. AUM
$110.8M
Employees
3
Accounts
115
Location
Walnut Creek, CA
Pacific Excel Wealth Advisors, Inc. assets under management
Pacific Excel Wealth Advisors, Inc. is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2025. It reports $110.8 million in regulatory assets under management and employs 3 people.
Pacific Excel Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Joel Sadowski Control | President/Cco | Over 75% | 2013 |
Frequently asked questions
How much does Pacific Excel Wealth Advisors, Inc. manage?
Pacific Excel Wealth Advisors, Inc. reports $110.8 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Excel Wealth Advisors, Inc. have?
Pacific Excel Wealth Advisors, Inc. reports 3 employees.
Where is Pacific Excel Wealth Advisors, Inc. located?
Pacific Excel Wealth Advisors, Inc. is based in Walnut Creek, CA and has been SEC-registered since 2025.
Does Pacific Excel Wealth Advisors, Inc. disclose fund performance?
Pacific Excel Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 925 Ygnacio Valley Rd., Ste 200, Walnut Creek, CA 94596 |
| Phone | (925) 464-7445 |
| Fax | (925) 464-7445 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.8M▲ 8%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$110.8Mregulatory AUM
Discretionary $110.8M