Overview
Assets Under Management: $394 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 70
Average Client Assets: $5 million
Frequently Asked Questions
EXECUTIVE WEALTH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283103), EXECUTIVE WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
EXECUTIVE WEALTH GROUP, LLC is headquartered in KIRKLAND, WA.
EXECUTIVE WEALTH GROUP, LLC serves 70 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, EXECUTIVE WEALTH GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
EXECUTIVE WEALTH GROUP, LLC manages $394 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, EXECUTIVE WEALTH GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 220
Discretionary Accounts: 220
Regulatory Filings
CRD Number: 283103
Last Filing Date: 2024-03-07 00:00:00
Website: https://executivewg.com