Overview
Assets Under Management: $1.4 billion
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 383
Average Client Assets: $2 million
Frequently Asked Questions
EXECUTIVE WEALTH MANAGEMENT, 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 #140736), EXECUTIVE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EXECUTIVE WEALTH MANAGEMENT, LLC is headquartered in BRIGHTON, MI.
EXECUTIVE WEALTH MANAGEMENT, LLC serves 383 high-net-worth clients according to their SEC filing dated December 10, 2024. View client details ↓
According to their SEC Form ADV, EXECUTIVE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
EXECUTIVE WEALTH MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated December 10, 2024.
According to their SEC Form ADV, EXECUTIVE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 383
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,577
Discretionary Accounts: 7,565
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 140736
Last Filing Date: 2024-12-10 00:00:00
Website: https://ewmadvisors.com