Unclaimed Profile

Nathan J Larsen

EXECUTIVE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan

Clean recordEXECUTIVE WEALTH MANAGEMENT, LLC

135 WEST NORTH STREET, BRIGHTON, MI 48116CRD# 6640860Firm CRD# 140736

Profile Verification

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

Identity

Nathan J Larsen · BRIGHTON, MI

Registration

CRD #6640860 · EXECUTIVE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Sep 2025 – present

Registrations & Exams

Registration record

First registered · September 19, 2025

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXECUTIVE WEALTH MANAGEMENT, LLC

CRD 140736 · SEC 801-66881

AUM

$1.4B

Regulatory assets under management

Employees

7,577 client accounts

Services offered by EXECUTIVE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EXECUTIVE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan J Larsen offer?

Nathan J Larsen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BRIGHTON, Michigan for a consultation.

What are Nathan J Larsen's credentials?

Nathan J Larsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan J Larsen located?

Nathan J Larsen 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 Nathan J Larsen charge for services?

Nathan J Larsen'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.

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