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
Shawn Lawson (CRD# 3211451) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Highlands Ranch, CO and has over 24 years of experience in the finance industry.
Michael Lay (CRD# 5201752) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 16 years of experience in the finance industry.
Zachary Messina (CRD# 4088346) 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.
Todd Perry (CRD# 5795799) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry.
James Plaskey (CRD# 5939721) 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.
Julee Sarto (CRD# 4178059) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Ludington, MI and has over 23 years of experience in the finance industry.
Christine Schilling (CRD# 4223231) 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.
Daniel Weaver (CRD# 5370827) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 16 years of experience in the finance industry.
Andrew Zehnder (CRD# 2279105) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 31 years of experience in the finance industry.
Michael Barber (CRD# 6655328) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 3 years of experience in the finance industry.