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EXECUTIVE WEALTH MANAGEMENT, LLC

BRIGHTON, MI · CRD 140736 · IAPD ↗ · ewmadvisors.com · 810-229-6446

$1.44BRegulatory AUM
29Advisory reps
60Employees
0Clients
More than 500Planning clients
0Private funds
18States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — EXECUTIVE WEALTH MANAGEMENT, LLC (BRIGHTON, MI) left the SEC roster (was $1.44B RAUM, 29 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — EXECUTIVE WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.