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
Joseph Beauchamp (CRD# 7556867) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry.
Cathleen Behnke (CRD# 7516827) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Northville, MI and has 1 year of experience in the finance industry.
Scott Fishel (CRD# 7587080) 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.
Jennifer Ralston (CRD# 6538386) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 4 years of experience in the finance industry.
Vanessa Sredzinski (CRD# 6646059) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 4 years of experience in the finance industry.
Andrew Szewc (CRD# 7269057) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry.
Vanessa Thomas (CRD# 7196132) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry.