Excelsis Global Private Wealth Email Formats

Financial Services • McAllen, Texas, United States • 11-20 Employees

Excelsis Global Private Wealth Email Formats

Excelsis Global Private Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@excelsisgpw.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@excelsisgpw.com	57.1%
{first name}.{last name}	john.doe@excelsisgpw.com	35.7%
{first initial}.{second initial}	j.o@excelsisgpw.com	7.1%

Key Contact at Excelsis Global Private Wealth

Rudy Moncayo

Director Of Business Development

Company overview

Headquarters	200 South 10th Street, Suite 501, McAllen, TX 78501, US
Phone number	+19564682171
Website	excelsisgpw.com
NAICS	52
Founded	2021
Employees	11-20
Socials

About Excelsis Global Private Wealth

Founded in 2021, Excelsis Global Private Wealth is an independent global wealth management consortium of five teams of experienced wealth advisors serving U.S. and international clients. Our highly collaborative teams include: The Lopez Private Wealth Group The Guerrero Private Wealth Group The Chapa & Salinas Private Wealth Group The Ordorica & De La Garza Private Wealth Group The Perez Private Wealth Group With over 175 years of combined financial services experience, our advisors are each skilled in providing international and domestic clients with differentiated wealth management services. We are bilingual, fluent in English and Spanish, and are proud of our deep roots in South Texas. Our valuable work experience is enhanced by our advanced academic degrees in international business, finance and banking. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser. We work together to provide our clients with asset protection, capital preservation, and objective advice for how to best manage their financial affairs. Free from corporate ownership that would place shareholders ahead of clients, our independence gives us the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading sources, including banking, lending, investments, financial planning, and estate planning. We invite you to call on us to discuss how we can best serve your relationship as we explore ways to optimize your wealth management with goals-driven planning, sound strategies, and safe and secure recommendations. Please see www.excelsisgpw.com for important related disclaimer.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Partner

Entry

Director

Employees by Department

Excelsis Global Private Wealth has 12 employees across 4 departments.

Departments

Number of employees

Funding Data

Excelsis Global Private Wealth has never raised funding before.

Excelsis Global Private Wealth Tech Stack

Discover the technologies and tools that power Excelsis Global Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Adobe Fonts

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Google Analytics

Analytics

jQuery UI

JavaScript libraries

Frequently asked questions

Excelsis Global Private Wealth is located in McAllen, Texas, US.

You can reach Excelsis Global Private Wealth at +19564682171.

Excelsis Global Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Excelsis Global Private Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Excelsis Global Private Wealth

Rudy Moncayo

Director Of Business Development

4.8

40,000 users