| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Baroncini Control | Managing Member, Chief Investment Officer And Chief Compliance Officer | 25-50% | 2018 |
| James Raymond Reynolds | Chief Operating Officer | 5-10% | 2023 |
| Michael Angelo Lucco Control | Managing Member | 25-50% | 2020 |
Excel Wealth Management, LLC reports $273 million in regulatory assets under management on its Form ADV.
Excel Wealth Management, LLC reports 10 employees.
Excel Wealth Management, LLC is based in Manchester, CT and has been SEC-registered since 2019.
Excel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 935 Main Street, Unit E, Manchester, CT 06040 |
| Phone | (888) 929-9920 |
| Fax | (860) 540-1123 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $273M |
| Non-discretionary | $0 |
| Total (RAUM) | $273M |