Executive Wealth Management is an investment advisor in Brighton with $1.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205413230
SEC advisor number
801-66881
FINRA CRD number
140736
AUM ?
$1.18 bn
(as of 6 Apr 23)
Accounts
7,269
(as of 6 Apr 23)
Employees
31
(25 investment advisory or research)
Address
Executive Wealth Management
135 W NORTH STREET
SUITE 1
BRIGHTON
MI 48116
135 W NORTH STREET
SUITE 1
BRIGHTON
MI 48116
Office hours
Monday - Friday, 8:30 AM TO 5 PM
Phone
8102296446
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wickham, Cody, Edward | Chief Information Security Officer | 11/2015 | < 5% |
Herzog, Albert, Pingree | Board of Managers | 02/2017 | 10-25% |
Chechel, Michael, Robert | Board of Managers | 02/2017 | 10-25% |
Kulesza, Adam, R | Board of Managers | 02/2017 | 10-25% |
Lay, Michael, James | Managing Director, Chief Compliance Officer, Board of Managers | 01/2023 | 5-10% |
Ewm Capital, LLC | Michigan Limited Liability Company/interest Holder | 02/2017 | > 75% |
Barber, Gregory, Joseph | Board of Managers | 01/2023 | 10-25% |
Larsen, Nathan, J | Chief Investment Officer | 01/2022 | < 5% |
Lawson, Shawn, Adam | Chief Client Solutions Officer | 01/2022 | < 5% |
Messina, Zachary, B | Board of Managers | 01/2022 | < 5% |
Larsen, Robert, Boston | Board of Managers | 01/2022 | < 5% |
Plaskey, James, Allan | Board of Managers | 01/2022 | < 5% |
Herzog, Albert, Pingree | Board of Managers | 01/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 May 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22