Unclaimed Profile

Adam R Kulesza

EXECUTIVE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan

EXECUTIVE WEALTH MANAGEMENT, LLC

135 WEST NORTH STREET, BRIGHTON, MI 48116CRD# 4770420Firm CRD# 140736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam R Kulesza · BRIGHTON, MI

Registration

CRD #4770420 · EXECUTIVE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Adam R Kulesza is a registered financial advisor based in BRIGHTON, Michigan, affiliated with EXECUTIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

EXECUTIVE WEALTH MANAGEMENT, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EXECUTIVE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4770420

Firm CRD# 140736

View on FINRA BrokerCheck →

Looking for a financial advisor in BRIGHTON?

Browse all registered financial advisors in BRIGHTON, Michigan or claim this profile if it's yours.

Browse BRIGHTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam R Kulesza offer?

Adam R Kulesza specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BRIGHTON, Michigan for a consultation.

What are Adam R Kulesza's credentials?

Adam R Kulesza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam R Kulesza located?

Adam R Kulesza is based in BRIGHTON, Michigan, working with EXECUTIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.

How does Adam R Kulesza charge for services?

Adam R Kulesza's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXECUTIVE WEALTH MANAGEMENT, LLC?

EXECUTIVE WEALTH MANAGEMENT, LLC has approximately 60 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →