# PACIFIC EXCEL WEALTH ADVISORS, INC.

PACIFIC EXCEL WEALTH ADVISORS, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172356
- Type: SEC-registered investment adviser
- SEC file number: 801-133924
- Location: 925 YGNACIO VALLEY RD., STE 200, WALNUT CREEK, CA, 94596
- Phone: (925) 464-7445
- Latest filing: 2026-05-27
- Regulatory AUM: $110.8M
- Discretionary AUM: $110.8M
- Clients: 3
- Accounts: 115

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Nathan Joel Sadowski | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172356/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172356/similar
- Related entities: https://search.stillhousedata.com/firm/172356/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172356

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.