CRD: 172356
Pacific Excel Wealth Advisors, Inc.
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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-21-2025
- Office Locations
- 1
Office Locations
About Pacific Excel Wealth Advisors, Inc.
Pacific Excel Wealth Advisors is an independent financial planning and investment advisory firm founded in 2011. The team serves first-generation wealth creators—especially medical/healthcare professionals, public company employees, business owners, and clients experiencing windfalls—providing financial planning and investment management through a consultative, education-driven process for a limited client base. Portfolios primarily use public funds and ETFs, and the firm offers a structured second-opinion service.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
NATHAN JOEL SADOWSKI
Chief Compliance Officer, President
- CRD
- #6422365
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,790,269 | $963,394 |
| Non-Discretionary | $0 | -- |
| Total | $110,790,269 | $963,394 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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