# SUCRE'-VAIL WEALTH ADVISORS

> FINRA firm 114679 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · HOUSTON, TX

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 114679
- **Firm name:** SUCRE'-VAIL WEALTH ADVISORS
- **Other names:** SUCRE'-VAIL WEALTH ADVISORS, XELAN, SUCRE-VAIL, INC., SUCRE-VAIL, INC, SUCRE-VAIL WEALTH ADVISORS
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-63217
- **Branches:** 2
- **Has disclosure events:** YES
- **Headquarters:** HOUSTON, TX, 77058, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/114679

## Citation

> FINRA BrokerCheck, firm 114679 (SUCRE'-VAIL WEALTH ADVISORS). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/114679.

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