Investment adviser · CRD 140736
EXECUTIVE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
BRIGHTON, MI, United States · Form ADV filed Dec 10, 2024
- Regulatory AUM
- $1.44B Form ADV · Item 5.F
- Client accounts
- 7,577 Accounts, not individual clients
- Employees
- 60 Reported in this filing
- Advisory professionals
- 29 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,368 | $821,330,343 | 57.1% |
| High-net-worth individuals | 383 | $574,635,423 | 39.9% |
| Retirement plans | 14 | $32,472,636 | 2.3% |
| Government entities | Fewer than 5 | $7,472,664 | 0.5% |
| Corporations & businesses | 7 | $1,276,177 | 0.1% |
| Charities | Fewer than 5 | $1,100,333 | 0.1% |
| Other clients | Fewer than 5 | $438,374 | 0.0% |
Filing source
Form ADV 1919202 · Dec 10, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Dec 10, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
135 WEST NORTH STREETBRIGHTON, MI, 48116, United States
CRD 140736
Filing source
Form ADV 1919202 · Dec 10, 2024 · 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.