EXCELSIOR WEALTH MANAGEMENT LLC

EXCELSIOR WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 326976). Regulatory assets under management: $18.0M.

Registration

• CRD: 326976
• SEC file number: 801-128803
• Type: Registered investment adviser
• Phone: 773-331-4692
• Latest filing: 2024-02-29
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 32

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 326976 on SEC IAPD (source of record)
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