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).
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Total Assets Under Management1,334MILLION
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Total Number of Accounts6,960ACCOUNTS
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Average Account Value$191,608
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.