Investment adviser · CRD 281667

EXECUTIVE WEALTH MANAGEMENT

Investment adviser filing (IA)

EXECUTIVE WEALTH MANAGEMENT LTD

LINCOLN, NE, United States · Form ADV filed Mar 14, 2017

Regulatory AUM
$308M
Form ADV · Item 5.F
Client accounts
877
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6940 "O" ST., SUITE 300
LINCOLN, NE, 68510, United States

CRD 281667

Filing source

Form ADV 1073438 · Mar 14, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.