FIRM PROFILE

XCEL WEALTH MANAGEMENT, LLC

CRD 158863 · Source month: August 2026

Reported business facts

CRD number: 158863Reported in SEC monthly data
Legal name: XCEL WEALTH MANAGEMENT, LLCReported in SEC monthly data
Regulatory assets under management: $497,928,235.00Reported in SEC monthly data
Employees: 4Reported in SEC monthly data
Employees performing advisory functions: 3Reported in SEC monthly data
Individual clients (other than high net worth): 244Reported in SEC monthly data
High net worth individual clients: 79Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: Not reportedObserved missing state
Pension and profit-sharing plan clients: 11Reported in SEC monthly data
Charitable organization clients: Not reportedObserved missing state
State or municipal government clients: Not reportedObserved missing state
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: Not reportedObserved missing state
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

Report a data issue

Email us the reported field, what needs checking and a supporting public source. Include CRD 158863 and source month 2026-08 if writing your own message. Do not include account numbers or other sensitive information.

Email kyle@greendogtech.com

This opens your email app with the firm and source details filled in. You can also copy the address into your email service. Reports are reviewed manually; sending an email does not change the published data or the underlying SEC filing.