Tech stack
No one at Excel Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
M
Mid-Atlantic Securities, Inc.
Per Form ADV · $146M held · filed Jun 2024
A
Adp Broker-Dealer, Inc.
Per Form ADV · $70M held · filed Jun 2024
LPL Financial
Per Form ADV · $24M held · filed Jun 2024