President/cco · Pacific Excel Wealth Advisors, Inc.
Nathan J. Sadowski
CRD 6422365 · Named on Form ADV at one SEC-registered adviser
At a glance
Pacific Excel Wealth Advisors, Inc., an SEC-registered wealth manager based in Walnut Creek, CA with $111 million in regulatory assets, lists Nathan J. Sadowski on its Form ADV as President/cco, a control person.
Firms and roles
- Pacific Excel Wealth Advisors, Inc.President/ccoWealth manager · Walnut Creek, CA · $111M in regulatory assets
AtlasMembers
Nathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.