Matthew Toelke
Wealth Advisor/Advisor Transition SpecialistXcelsior Advisor Partners LLCCRD 6422500
About Matthew Toelke
Matthew Toelke is listed as Wealth Advisor/Advisor Transition Specialist at Xcelsior Advisor Partners LLC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Xcelsior Advisor Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Toelke work?
Matthew Toelke is listed as Wealth Advisor/Advisor Transition Specialist at Xcelsior Advisor Partners LLC on SEC Form ADV.
How much of Xcelsior Advisor Partners LLC does Matthew Toelke own?
Form ADV reports a beneficial ownership band of Under 5%.
Xcelsior Advisor Partners LLC
| Title | Wealth Advisor/Advisor Transition Specialist |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |