Updated:Jun 3, 2026

Pacific Excel Wealth Advisors

PACIFIC EXCEL WEALTH ADVISORS, INC. is an SEC-registered investment adviser in WALNUT CREEK, CA, registered since 2025. The firm manages approximately $111...

Pacific Excel Wealth Advisors

PACIFIC EXCEL WEALTH ADVISORS, INC. is an SEC-registered investment adviser in WALNUT CREEK, CA, registered since 2025. The firm manages approximately $111 million in regulatory assets. It employs 3 employees and 1 investment adviser.

linkedin.com/company/nathansadowski

General information

Firm type

RIA

Is Pacific Excel Wealth Advisors a single-family office?

No public information suggests Pacific Excel Wealth Advisors operates as a family office. The firm is registered as an investment advisor (RIA), which typically implies client-facing wealth management, but its ownership structure is not disclosed.

What is the AUM of Pacific Excel Wealth Advisors?

Pacific Excel Wealth Advisors has not publicly disclosed its assets under management. Regulatory filings may contain this information, but it is not available in standard public sources.

Who founded Pacific Excel Wealth Advisors?

The founder or founding team of Pacific Excel Wealth Advisors is not identified in public records. The firm's history and founding year remain unknown.

What types of clients does Pacific Excel Wealth Advisors serve?

As a registered investment advisor, the firm likely serves individual or institutional clients, but no specific client profile is publicly documented.

Does Pacific Excel Wealth Advisors have a website or public presence?

No active website or social media presence has been identified for Pacific Excel Wealth Advisors in publicly available sources. The firm's primary public record appears to be its RIA registration.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.