# XCEL WEALTH MANAGEMENT, LLC

> FINRA firm 158863 · ACTIVE · HOLLY HILL, FL

## Key facts

- **FINRA firm ID:** 158863
- **Firm name:** XCEL WEALTH MANAGEMENT, LLC
- **Other names:** XCEL WEALTH MANAGEMENT, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-113826
- **Branches:** 1
- **Has disclosure events:** No
- **Headquarters:** HOLLY HILL, FL, 32117, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/158863

## Citation

> FINRA BrokerCheck, firm 158863 (XCEL WEALTH MANAGEMENT, LLC). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/158863.

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