Executive Wealth Management, LLC

Executive Wealth Management, LLC (CRD# 140736) is a financial advisory firm headquartered in Brighton, MI. They manage $1,333,593,111 in 6,960 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,334
    MILLION
  • Total Number of Accounts
    6,960
    ACCOUNTS
  • Average Account Value
    $191,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Executive Wealth Management, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Gregory J. Barber
CRD#: 3121606
135 West North Street, Brighton, MI 48116

Gregory Barber (CRD# 3121606) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 23 years of experience in the finance industry.

2
John L. Barbrick
CRD#: 4907681
135 West North Street, Brighton, MI 48116

John Barbrick (CRD# 4907681) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 17 years of experience in the finance industry.

3
William J. Barker
CRD#: 12589
135 West North Street, Brighton, MI 48116

William Barker (CRD# 12589) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 24 years of experience in the finance industry.

4
Suchitra S. Busch
CRD#: 2248702
135 West North Street, Brighton, MI 48116

Suchitra Busch (CRD# 2248702) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 27 years of experience in the finance industry.

5
Michael R. Chechel
CRD#: 2823342
135 West North Street, Brighton, MI 48116

Michael Chechel (CRD# 2823342) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 25 years of experience in the finance industry.

6
Kevin E. Cross
CRD#: 4429844
135 West North Street, Brighton, MI 48116

Kevin Cross (CRD# 4429844) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 20 years of experience in the finance industry. Kevin Cross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Albert P. Herzog
CRD#: 6204138
135 West North Street, Brighton, MI 48116

Albert Herzog (CRD# 6204138) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 6 years of experience in the finance industry. Albert Herzog has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Albert P. Herzog
CRD#: 1187236
135 W. North Street, Brighton, MI 48116

Albert Herzog (CRD# 1187236) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 33 years of experience in the finance industry. Albert Herzog has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Duane A. Johnson
CRD#: 3188046
135 West North Street, Brighton, MI 48116

Duane Johnson (CRD# 3188046) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 23 years of experience in the finance industry.

10
Adam R. Kulesza
CRD#: 4770420
135 West North Street, Brighton, MI 48116

Adam Kulesza (CRD# 4770420) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 17 years of experience in the finance industry. Adam Kulesza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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