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- Custodian
- Betterment · LPL Financial · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Ember element
- Established Date
- 01-28-2019
- Office Locations
- 2
Office Locations
About Excel Wealth Management, LLC
Excel Wealth Management, LLC is a comprehensive advisory firm providing personalized financial planning and investment planning, including portfolio construction, retirement planning, estate and charitable strategies, and insurance guidance. The team focuses on long-term wealth growth and preservation for individuals and families (including entrepreneurs), with an asset-allocation approach implemented primarily through ETFs and mutual funds. Platforms include LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD BARONCINI
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #3043354
- Ownership
- 25% but less than 50%
MICHAEL ANGELO LUCCO
Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Glacier quantum
Glacier element signal
- CRD
- #71771
- Ownership
- 21.0%
Showing 2 of 4 owners & executives
Unlock allContacts
Nicholas Colonna
--
- CRD
- #7890289
JOSEPH DOMINICK MCNALLY
Chief Compliance Officer, Managing Member
- CRD
- #6102015
Unison delta
Catalyst insight
- CRD
- #78828
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,496,264 | $935,230 |
| Non-Discretionary | $0 | -- |
| Total | $310,496,264 | $935,230 |
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Separately Managed Accounts
Total SMA Asset: $310,496,264
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $287,430,100 | 11.7% |
| Corporate - Investment Grade | $498,703,507 | 20.3% |
| Municipal Bonds | $385,696,801 | 15.7% |
| Cash | $265,320,092 | 10.8% |
| U.S. Government/Agency | $628,906,886 | 25.6% |
| Corporate - Non-Investment Grade | $390,610,136 | 15.9% |
| Total | $2,456,667,522 | 100.0% |