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Gathering insights about Excel Wealth Management, LLC…

Excel Wealth Management, LLC Tech Stack

Excel Wealth Management, LLC uses 8 technology products and services including Hotjar, Open Graph, jQuery, and more. Explore Excel Wealth Management, LLC's tech stack below.

  • Hotjar
    Analytics
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Excel Wealth Management, LLC's Email Address Formats

Excel Wealth Management, LLC uses at least 1 format(s):
Excel Wealth Management, LLC Email FormatsExamplePercentage
FLast@excelwm.comJDoe@excelwm.com
43%
First@excelwm.comJohn@excelwm.com
7%
FirstL@excelwm.comJohnD@excelwm.com
7%
FLast@excelwm.comJDoe@excelwm.com
43%

Frequently Asked Questions

Where is Excel Wealth Management, LLC's headquarters located?

Minus sign iconPlus sign iconExcel Wealth Management, LLC's main headquarters is located at 2139 Silas Deane Highway, Suite 207 Rocky Hill, Connecticut 06067, US. The company has employees across 2 continents, including North AmericaAfrica.

What is Excel Wealth Management, LLC's phone number?

Minus sign iconPlus sign icon You can contact Excel Wealth Management, LLC's main corporate office by phone at
+1-860-558-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Excel Wealth Management, LLC's official website and social media links?

Minus sign iconPlus sign iconExcel Wealth Management, LLC's official website is excelwm.com and has social profiles on LinkedIn.

What is Excel Wealth Management, LLC's NAICS code?

Minus sign iconPlus sign iconExcel Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Excel Wealth Management, LLC have currently?

Minus sign iconPlus sign iconAs of October 2025, Excel Wealth Management, LLC has approximately 11 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Operating Officer: J. R. A.President/Chief Investment Officer: E. B.Financial Consultant: P. H.. Explore Excel Wealth Management, LLC's employee directory with LeadIQ.

What industry does Excel Wealth Management, LLC belong to?

Minus sign iconPlus sign iconExcel Wealth Management, LLC operates in the Financial Services industry.

What technology does Excel Wealth Management, LLC use?

Minus sign iconPlus sign iconExcel Wealth Management, LLC's tech stack includes HotjarOpen GraphjQueryModernizrHSTSBootstrapGoogle AnalyticsAddThis.

What is Excel Wealth Management, LLC's email format?

Minus sign iconPlus sign iconExcel Wealth Management, LLC's email format typically follows the pattern of FLast@excelwm.com. Find more Excel Wealth Management, LLC email formats with LeadIQ.

When was Excel Wealth Management, LLC founded?

Minus sign iconPlus sign iconExcel Wealth Management, LLC was founded in 2008.

Excel Wealth Management, LLC

Financial ServicesUnited States11-50 Employees

Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Section iconCompany Overview

Headquarters
2139 Silas Deane Highway, Suite 207 Rocky Hill, Connecticut 06067, US
Phone number
+1-860-558-****
Website
excelwm.com
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Excel Wealth Management, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Excel Wealth Management, LLC's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    J. R. A.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. B.
    President/Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Financial Advisor
    Phone icon
    Mobile Phone

Employee Directory

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