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Building 2EXECUTIVE WEALTH MANAGEMENT, LLC

Map pinBRIGHTON, MI
Phone810-229-6446
NotebookSEC #801-66881
Total AUM
$1.4B
Employees
60
Clients
3,783

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 WEST NORTH STREET
BRIGHTON
MI 48116
United States
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
810-229-6446
Other Offices
10

ReceiptFinancials

Total AUM
$1.4B
Accounts
7,577
Discretionary
$1.4B
Accounts
7,565
Non-Discretionary
$26.1M
Accounts
12

ContactClients

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Individual Clients
3,368
AUM
$821.3M
HNW Individual Clients
383
AUM
$574.6M
Pension/Profit Sharing Plan Clients
14
AUM
$32.5M
Charitable Organization Clients
4
AUM
$1.1M
Government Entity Clients
4
AUM
$7.5M
Corporation or Business Clients
7
AUM
$1.3M
Other Clients
3
AUM
$438.4K
Description of Other Clients
DECEASED/SETTLING ESTATES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator Order (Past 10 Years)
State Registrations
AZCACOFLGAILINLAMINCNYOHPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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