EXECUTIVE WEALTH MANAGEMENT, LLC

135 West North Street
Brighton, Michigan 48116
Tel: 810-229-6446

About EXECUTIVE WEALTH MANAGEMENT, LLC

EXECUTIVE WEALTH MANAGEMENT, LLC, formally registered with the SEC as EXECUTIVE WEALTH MANAGEMENT, LLC. The firm was established in 07/13/2006. They have over 11 offices throughout the country.

EXECUTIVE WEALTH MANAGEMENT, LLC is a Brighton, Michigan based Financial Planning firm with nearly $1,177,510,126 assets under management, offering retirement planning & investment advisory services to 7269 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140736
SEC#	801-66881
Assets Managed by Firm	$1,177,510,126
No. of Clients	7269
No. of Advisors	31

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7269	$1,177,510,126
Individuals (other than high net worth individuals)	3196	$684,764,762
High net worth individuals	350	$465,120,732
Pension and profit sharing plans	10	$23,298,072
Charitable organizations	Fewer than 5 clients	$1,518,048
Corporations or other businesses	9	$1,460,330

More Retirement Planning firms in Brighton, Michigan:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$222,731,514,408	132	176
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$18,613,469,251	16470	130
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$17,421,295,183	82	64
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$12,103,858,871	332	15
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,794,814,698	145	50

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