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XCEL WEALTH MANAGEMENT, LLC

HOLLY HILL, FL · CRD 158863 · IAPD ↗ · 386-872-3440

$497.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — XCEL WEALTH MANAGEMENT, LLC reported RAUM up 33% ($343.4M -> $457.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2024 — XCEL WEALTH MANAGEMENT, LLC now reports custody of client assets ($343.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.