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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Executive Wealth Management LLC
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| CRD # | 140736 |
| SEC # | 801-66881 |
| CIK # | 0002014165, 0001542611 |
| AUM | $1.4 B (2024-12-10) |
| Employees | 60 (48% Investors, 0% Brokers) |
| Phone | 810-229-6446 |
| Address | 135 West North Street Brighton, MI 48116 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 48.4 | |
| Nvidia Corp | 25.1 | |
| Microsoft Corp | 23.2 | |
| Facebook Inc | 17.6 | |
| Amazon Com Inc | 13.1 | |
| SPDR Gold Trust | 13.1 | |
| J P Morgan Chase & Co | 11.8 | |
| Analog Devices Inc | 11.1 | |
| McDonalds Corp | 10.9 | |
| Johnson & Johnson | 10.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,368 | 821.3 |
| (b) Individuals (high net worth individuals) | 383 | 574.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 32.5 |
| (h) Charitable organizations | 4 | 1.1 |
| (i) State or municipal government entities | 4 | 7.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.3 |
| (n) Other | 3 | 0.4 |
| Total | 7,577 | 1,438.7 |
| By Discretionary | ||
| Discretionary | 7,565 | 1,412.7 |
| Non-Discretionary | 12 | 26.1 |
| Total | 7,577 | 1,438.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,438.7 | |
| Total | 7,577 | 1,438.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542611] | |
| 13F-HR | [0002014165] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Executive Wealth Management LLC
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|
MI | 1.4 |
|
Fortunatus Investments LLC
✚
|
MI | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Wealth Management LLC
✚
|
CA | 1.5 |
|
Sierra Capital LLC
✚
|
FL | 1.5 |
|
WNY Asset Management LLC
✚
|
NY | 1.5 |
|
Horan Wealth LLC
✚
|
OH | 1.4 |
|
Delta Asset Management LLC
✚
|
TN | 1.4 |
|
Seaview Investment Managers LLC
✚
|
FL | 1.4 |
|
Cahill Financial Advisors Inc
✚
|
MN | 1.4 |
|
Charter Oak Capital Management LLC
✚
|
NH | 1.4 |
|
Ciccarelli Advisory Services Inc
✚
|
FL | 1.4 |
|
Novem Group
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|
NY | 1.4 |