# Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/nathansadowski

## Regulatory record

- **CRD number:** 172356
- **SEC file number:** 801-133924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172356

## About

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.

## Questions

### 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.

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

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