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

XCELSIOR ADVISOR PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Nov 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S65

First exam

Dec 16, 2015

First registration

Dec 21, 2015

Dual registered

no

Other names

MATT P TOELKE|MATTHEW RYAN|MATTHEW P TOELKE|MATTHEW PATRICK TOELKE

IAPD individual key

6422500

• Occurred

  Nov 17, 2025
  Advisor changed firm

  Matthew Toelke left Excelsior Wealth Management Llc for Xcelsior Advisor Partners Llc (registered 2025-03-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c65e8bcd-a501-cd78-5d97-fa2bb1fa5e69

First observed

Dec 21, 2015

Last observed

Sep 15, 2026 5 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.