# XCELSIOR ADVISOR PARTNERS LLC

> FINRA firm 334779 · ACTIVE · SCOTTSDALE, AZ

## Key facts

- **FINRA firm ID:** 334779
- **Firm name:** XCELSIOR ADVISOR PARTNERS LLC
- **Other names:** BV PRIVATE WEALTH, XCELSIOR PRIVATE WEALTH LLC, XCELSIOR ADVISOR PARTNERS LLC, VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC, JOE HARDEE INVESTMENT MANAGEMENT LLC, EXCELSIOR WEALTH MANAGEMENT LLC, EXCELSIOR ADVISOR NETWORK LLC, EAGLE ROCK WEALTH MANAGEMENT, DUFFY MATHIAS PRIVATE WEALTH
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-132014
- **Branches:** 17
- **Has disclosure events:** No
- **Headquarters:** SCOTTSDALE, AZ, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/334779

## Citation

> FINRA BrokerCheck, firm 334779 (XCELSIOR ADVISOR PARTNERS LLC). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/334779.

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