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.
View Top Employees from Excel Wealth Management, LLC| Website | http://www.excelwm.com/ |
| Revenue | $13 million |
| Employees | 8 (8 on RocketReach) |
| Founded | 2008 |
| Address | 2139 Silas Deane Highway Suite 207, Rocky Hill, Connecticut 06067, US |
| Phone | (860) 558-4969 |
| Fax | (860) 540-1123 |
| Technologies |
JavaScript,
HTML,
Twitter
+17 more
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| Industry | Financial Services, Business Services General, Business Services |
| Competitors | JLB Wealth Management Group LLC, Van Sumeren Wealth Management |
| SIC | SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 87 Companies, SIC Code 736 Companies |
| NAICS | NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
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Excel Wealth Management, LLC Questions
The Excel Wealth Management, LLC annual revenue was $13 million in 2024.
Arpc Michael Lucco is the CEO of Excel Wealth Management, LLC.
8 people are employed at Excel Wealth Management, LLC.
Excel Wealth Management, LLC is based in Rocky Hill, Connecticut.
The NAICS codes for Excel Wealth Management, LLC are [5611, 561110, 56, 56111, 561].
The SIC codes for Excel Wealth Management, LLC are [73, 874, 87, 736].
Top Excel Wealth Management, LLC Employees
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ViewArpc Mark Bentley
401(k) Plan Financial Advisor at Excel Wealth Management, LLC
East Amwell Township, NJ, US1 -
ViewAdrian Disantagnese
Retirement Relationship Manager at Excel Wealth Management, LLC
Tampa, Florida, United States33
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