# EXCEL WEALTH MANAGEMENT, LLC

EXCEL WEALTH MANAGEMENT, LLC of MANCHESTER, CT is an SEC-registered investment adviser.

## Registration

- CRD: 299602
- Type: SEC-registered investment adviser
- SEC file number: 801-114524
- Location: 935 MAIN STREET, UNIT E, MANCHESTER, CT, 06040
- Phone: (888) 929-9920
- Latest filing: 2026-03-16
- Regulatory AUM: $310.5M
- Discretionary AUM: $310.5M
- Clients: 9
- Accounts: 332

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Edward Baroncini | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Angelo Lucco | MANAGING MEMBER | — |
| James Raymond Reynolds | CHIEF OPERATING OFFICER | — |
| Paul Andrew Heyman | FINANCIAL CONSULTANT | — |
| BARONCINI EDWARD | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| LUCCO MICHAEL ANGELO | MANAGING MEMBER | — |
| HEYMAN PAUL ANDREW | FINANCIAL CONSULTANT | — |
| REYNOLDS JAMES RAYMOND | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299602/similar
- Related entities: https://search.stillhousedata.com/firm/299602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299602

---

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.