PACIFIC EXCEL WEALTH ADVISORS, INC.

PACIFIC EXCEL WEALTH ADVISORS, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 172356). Regulatory assets under management: $110.8M.

Registration

• CRD: 172356
• SEC file number: 801-133924
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search