EXCEL WEALTH MANAGEMENT, LLC

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served24+3 YoYRank #669 of mapped providers

Assets under administration$2.1B0.0%Market share · rank #3038

Fees received$1MMedian $17,257/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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