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EXECUTIVE WEALTH GROUP, LLC

KIRKLAND, WA · CRD 283103 · IAPD ↗ · 425-448-4988

$394.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — EXECUTIVE WEALTH GROUP, LLC (KIRKLAND, WA) left the SEC roster (was $394.5M RAUM, 1 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
45
April 2024 — EXECUTIVE WEALTH GROUP, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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