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Executive Wealth Management, LLC

Headquartered in BRIGHTON, MI

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Firm Information

Executive Wealth Management, LLC is an investment advisor based in Brighton, MI. The firm has approximately $1 billion - $10 billion in assets under management and provides a variety of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals, businesses, and pooled investment vehicles. The firm caters to a diverse clientele, including individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and deceased/settling estates.

Executive Wealth Management, LLC

135 WEST NORTH STREET

BRIGHTON, MI 48116

$1.44B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

EXECUTIVE WEALTH MANAGEMENT, LLC has a total of 10 branch locations across the country.
location

Ludington, MI

location

BRIGHTON, MI

location

Northville, MI

location

Frankenmuth, MI

location

Highlands Ranch, CO

location

Naples, FL

location

VENICE, FL

location

Niorthville, MI

location

Siesta Key, FL

location

Jackson, MI

Advisors at Executive Wealth Management, LLC

View All 26 Advisors
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Adam R Kulesza

CFP®, CFC®, RA

BRIGHTON, MI

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Siggi Aaron Tu

RA

BRIGHTON, MI

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Todd Anthony Perry

CFP®, RA

BRIGHTON, MI

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Julee Rae Sarto

RA

Ludington, MI

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Robert Boston Larsen

CFP®, RA

BRIGHTON, MI

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James Allan Plaskey

CFP®, RA

BRIGHTON, MI

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Cathleen Ann Behnke

RA

Northville, MI

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David Michael Lawrence

RA

Niorthville, MI

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Disclosures

There are no public disclosures for Executive Wealth Management, LLC.

Frequently Asked Questions (9)

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