EXECUTIVE WEALTH MANAGEMENT LTD

EXECUTIVE WEALTH MANAGEMENT
LINCOLN, Nebraska·2 registered advisors·CRD# 281667
SEC# 801-106910402-466-3400
01

Firm Overview

AUM
$308M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EXECUTIVE WEALTH MANAGEMENT LTD

2 registered advisors
Jeffrey Charles Johnson
LINCOLN, Nebraska
Shannon Melissa Linder
LINCOLN, Nebraska
05

Office Locations

LINCOLN, Nebraska
2 advisors

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Data sourced from SEC Form ADV filings. EXECUTIVE WEALTH MANAGEMENT LTD (CRD# 281667) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.