# Excel Wealth Management

Excel Wealth Management is a Bank / Wealth / Trust based in Manchester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Manchester, United States
- **Region:** North America
- **Address:** Manchester, NH, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** excelwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/excel-wealth-management

## Regulatory record

- **CRD number:** 299602
- **SEC file number:** 801-114524
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299602

## About

A Registered Invesment Advisor | Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

## Related profiles

- [Excel Financial](https://altss.com/profile/excel-financial)
- [Excellence Initiative](https://altss.com/profile/excellence-initiative)

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Last updated: 2026-06-03T20:00:00.000Z

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