A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Pacific Excel Wealth Advisors, Inc..

Business address: 925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA, 94596
Top securities (13F): AAPL, MGK, FTCB, TDIV, MGV, LMBS, CVX, FSIG, SPYV, IVV, RDVY, DYNF, FTGS, MSFT, FTA, SPYM, AFLG, FDT, FDN, and BUFG
State of incorporation: CA
Fiscal year end: 31 December

Pacific Excel Wealth Advisors, Inc. has filed 1 SEC EDGAR filings since 18 Feb 2026

Recent SEC filings for Pacific Excel Wealth Advisors, Inc. including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		18 Feb 2026	31 Dec 2025	028-26639

Pacific Excel Wealth Advisors, Inc. files with the SEC under CIK 0002110884. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.