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EXECUTIVE WEALTH MANAGEMENT, LLC
EXECUTIVE WEALTH MANAGEMENT, LLC
BRIGHTON, Michigan
·
13 registered advisors
·
CRD# 140736
SEC# 801-66881
10
810-229-6446
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EXECUTIVE WEALTH MANAGEMENT, LLC
13 registered advisors
Adam R Kulesza
BRIGHTON, Michigan
CRD# 4770420
Albert Pingree Herzog
BRIGHTON, Michigan
CRD# 1187236
Albert Pingree Herzog
BRIGHTON, Michigan
CRD# 6204138
Cody Edward Wickham
BRIGHTON, Michigan
CRD# 5794992
Gregory Joseph Barber
BRIGHTON, Michigan
CRD# 3121606
James Allan Plaskey
BRIGHTON, Michigan
CRD# 5939721
Kyrstin Nicole Ritsema
BRIGHTON, Michigan
CRD# 4923538
Michael James Lay
BRIGHTON, Michigan
CRD# 5201752
Michael Robert Chechel
BRIGHTON, Michigan
CRD# 2823342
Nathan J Larsen
BRIGHTON, Michigan
CRD# 6640860
Robert Boston Larsen
BRIGHTON, Michigan
CRD# 6193843
Shawn Adam Lawson
BRIGHTON, Michigan
CRD# 3211451
Zachary B Messina
BRIGHTON, Michigan
CRD# 4088346
05
Office Locations
BRIGHTON, Michigan
13 advisors
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Data sourced from SEC Form ADV filings. EXECUTIVE WEALTH MANAGEMENT, LLC (CRD# 140736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.