Executive Wealth Management LLC
- Assets, Funds, Holdings
| Executive Wealth Management LLC
|
| CRD # | 140736 |
| SEC # | 801-66881 |
| CIK # | 0001542611, 0002014165 |
| AUM |
|
| Employees |
60 (48% Investors, 0% Brokers)
|
| Phone | 810-229-6446 |
| Address | 135 West North Street
Brighton, MI 48116 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
3,368
|
821.3 |
| (b) Individuals (high net worth individuals) |
383
|
574.6 |
| (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 |
14 |
32.5 |
| (h) Charitable organizations |
4 |
1.1 |
| (i) State or municipal government entities |
4 |
7.5 |
| (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 |
7 |
1.3 |
| (n) Other |
3 |
0.4 |
| Total |
7,577 |
1,438.7 |
| By Discretionary |
| Discretionary |
7,565 |
1,412.7 |
| Non-Discretionary |
12 |
26.1 |
| Total |
7,577 |
1,438.7 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,438.7 |
| Total |
7,577 |
1,438.7 |
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