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 $1,438,725,950 assets under management, offering retirement planning & investment advisory services to 7577 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140736
SEC#	801-66881
Assets Managed by Firm	$1,438,725,950
No. of Clients	7577
No. of Advisors	60

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7577	$1,438,725,950
Individuals (other than high net worth individuals)	3368	$821,330,343
High net worth individuals	383	$574,635,423
Pension and profit sharing plans	14	$32,472,636
Charitable organizations	4	$1,100,333
Corporations or other businesses	7	$1,276,177

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PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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