This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EXCEL WEALTH MANAGEMENT, LLC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 5, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Sep 5, 1996

First registration

Jun 2, 2006

Dual registered

yes, broker-dealer

Other names

George Michael Morgenroth|G MICHAEL MORGENROTH

IAPD individual key

2756317

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3886492c-e11e-8f2b-285f-2cb0a7c9479b

First observed

Jun 2, 2006

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.