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XCELLERANT VENTURES, LLC

SCOTTSDALE, AZ · CRD 319671 · IAPD ↗ · xcellerantventures.com · 480-710-0801

$26.0MRegulatory AUM
6Advisory reps
9Employees
1Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
July 2025 — XCELLERANT VENTURES, LLC (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $25.5M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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