Pacific Excel Wealth Advisors, Inc.
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 172356
- Registered since
- July 21, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.19%
- Individuals33.87%
- Pension & Profit Sharing Plans1.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pacific Excel Wealth Advisors, Inc. is an independent, SEC-registered registered investment adviser (registration year 2025) owned by an individual and positioned to serve both high-net-worth individuals and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and focuses its advisory practice on financial planning, portfolio management for individuals and small businesses, and pension consulting services. It does not identify as an active ESG investor and lists an insurance company among its industry affiliations. Pacific Excel is not structured as a capital allocator and operates under a single-office model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Nathan Sadowski
President & Wealth ManagerCRD 6422365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$169M in ETFs
76%
$129M
15%
$40M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $12M | 168,696 | 7.12% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 925 Ygnacio Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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