Pacific Excel Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,641,317
Clients
106
Advisors
3
across 2 offices
About
Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), small businesses, trusts, estates, pooled vehicles and charitable organizations. The firm offers ongoing portfolio management, written financial plans, and limited‑scope ERISA 3(21) fiduciary services for qualified and non‑qualified retirement plans.
Investment programs combine fundamental and technical analysis with diversified vehicles such as mutual funds and ETFs, and the firm may appoint sub‑advisors to manage portions of client portfolios. Services are organized into three service tiers—Core, Wealth, and Private Client—covering everything from quarterly reporting and tax‑loss harvesting to Roth conversion planning, concentrated stock review, and private equity/venture evaluations for higher‑tier clients.
Distinctive features include an affiliation with an insurance business and supervised persons who are licensed insurance agents and receive commissions for insurance sales, a conflict the firm discloses and says it mitigates through procedures and fiduciary obligations. The firm also operates with a small advisory team that concentrates ownership, compliance oversight, and supervisory duties while managing roughly $111 million in discretionary assets and offering family‑tiered billing and advanced planning for private clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Under $1,999,999 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.40% $5,000,000 - $9,999,999: 1.15% $10,000,000 - $19,999,999: 0.95% $20,000,000+: 0.85%
Fee-only: Financial planning and consulting fixed fees ranging from $500 to $10,000 depending on complexity; ongoing annual fees from $500 to $10,000.
Main office
See office925 Ygnacio Valley Rd., Ste 200
Walnut Creek CA 94596
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathan S
Series 65
Walnut Creek, CA
Pacific Excel Wealth Advisors, Inc.
Nathan Sadowski is a financial advisor at Pacific Excel Wealth Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 11 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. for six years and has been associated with Pacific Excel Wealth Advisors since 2013. Nathan is also the owner of Pacific Excel Insurance Services, Inc., an investment-related business offering various insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm combines fundamental and technical analysis with diversified investment vehicles and offers tailored service tiers that include advanced planning and portfolio management.
Chui Wa L
Series 66
Newark, CA
Pacific Excel Wealth Advisors, Inc.
Chui Wa Leung is a financial advisor at Pacific Excel Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Center Pillar Wealth Management. Leung is also an independent insurance agent involved in the sales of fixed insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm employs a combination of fundamental and technical analysis and offers tiered service levels ranging from core financial planning to private client services.
Maxwell B
Series 66
Walnut Creek, CA
Pacific Excel Wealth Advisors, Inc.
Maxwell Balbin is a financial advisor at Pacific Excel Wealth Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and RBC Capital Markets, LLC. Prior to his financial career, he spent several years in engineering roles at Langan Engineering and Environmental Services and AECOM. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm uses a combination of fundamental and technical analysis with diversified investment vehicles and offers services across three tiers, ranging from basic reporting to advanced planning and private equity evaluations.
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