Executive Wealth Management, LLC
Executive Wealth Management, LLC (CRD# 140736) is a financial advisory firm headquartered in Brighton, MI. They manage $1,438,725,950 in 7,577 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,439MILLION
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Total Number of Accounts7,577ACCOUNTS
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Average Account Value$189,881
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI
Gregory Barber (CRD# 3121606) 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.
John Barbrick (CRD# 4907681) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 19 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 29 years of experience in the finance industry.
Michael Chechel (CRD# 2823342) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Venice, FL and has over 27 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 22 years of experience in the finance industry.
Albert Herzog (CRD# 6204138) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 8 years of experience in the finance industry.
Albert Herzog (CRD# 1187236) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Naples, FL and has over 35 years of experience in the finance industry.
Duane Johnson (CRD# 3188046) 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.
Adam Kulesza (CRD# 4770420) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 19 years of experience in the finance industry.
Robert Larsen (CRD# 6193843) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 10 years of experience in the finance industry.