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Siggi Aaron Tu

Executive Wealth Management, LLC

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About Siggi Aaron Tu

Siggi Aaron Tu is an Investment Advisor Representative at Executive Wealth Management, LLC in Brighton, Michigan. Siggi Aaron Tu has been a registered Investment Advisor Representative in the state of Michigan since August 2024. Siggi Aaron Tu has a Series 65 license. Prior to joining Executive Wealth Management, LLC Siggi Aaron Tu worked at Two Men and a Truck, Boardwalk Properties, JPMorgan Chase & Co, Liberty Athletic Club and Boston College. Siggi Aaron Tu's specialties include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and educational seminars.

Firm Information

Siggi Tu is currently registered with Executive Wealth Management, LLC. 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.

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Siggi Tu’s Registration & Firm History

MI

08/12/2024 - Present

Executive Wealth Management, LLC (BRIGHTON MI)

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Licenses & Designations

IA

Issued 08/10/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Siggi Aaron Tu.
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