Home / LP Directory / Wealth Managers / Xcel Wealth Management
Wealth Manager • Holly Hill, United States

Xcel Wealth Management

Xcel Wealth Management is a wealth manager based in Holly Hill, United States, founded in 2011. Verified contact details, AUM data, and investment preferences on FindLPs.

$432M
Assets Under Mgmt
2011
Year Founded
Wealth Manager
Investor Type
Holly Hill, United States
Headquarters
About

Xcel Wealth Management

For years, Xcel Wealth Management has worked with high net worth individuals and business clients to manage their assets and develop efficient plans to reach

Contact Xcel Wealth Management

FindLPs holds verified direct email addresses and phone numbers for decision-makers at Xcel Wealth Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.

Unlock Contact Details

Find LPs like Xcel Wealth Management

Search 25,850 limited partners with verified contact details.

LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.