|
⚲
|
| Bassam Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 330695 |
| SEC # | 801-130321 |
| CIK # | |
| AUM | $221.8 M (2025-03-20) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 561-494-6391 |
| Address | 2875 South Ocean Blvd Palm Beach, FL 33480 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 198.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 23.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 221.8 |
| By Discretionary | ||
| Discretionary | 88 | 98.2 |
| Non-Discretionary | 6 | 123.6 |
| Total | 94 | 221.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.8 | |
| Total | 94 | 221.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
|
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
|
Andrew Hill Investment Advisors Inc
✚
|
FL | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |
|
Portland Private Wealth Management Inc
✚
|
OR | 0.2 |
|
Redwood Family Wealth LLC
✚
|
TX | 0.2 |
|
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
|
E A Horwitz LLC
✚
|
IL | 0.2 |
|
WMS Advisors LLC
✚
|
NC | 0.2 |