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Building 2EXECUTIVE WEALTH GROUP, LLC

Map pinKIRKLAND, WA
Phone425-448-4988
NotebookSEC #801-108940
Total AUM
$394.5M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3435 CARILLON POINT
KIRKLAND
WA 98033
United States
Operating Hours
6:00 AM- 4:00 PM
Monday - Friday
Phone
425-448-4988

ReceiptFinancials

Total AUM
$394.5M
Accounts
220
Discretionary
$394.5M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$11.6M
HNW Individual Clients
70
AUM
$382.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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