Xel

Public-record details

Address

337 N Vineyard Ave #230, Ontario, CA 91764

Phone

(909) 635-9310

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Xel Wealth Management, INC.

CRD number

329693

Registration

State registered: CA, OR

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$8.5 million

Accounts managed

46

Clients reported (Form ADV 5.D)

34

Individual / high-net-worth clients

27 / 7

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-05-05

State registered (CA, OR) investment adviser, CRD 329693, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 329693 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.