EXECUTIVE WEALTH GROUP, LLC

3435 Carillon Point
Kirkland, Washington 98033
Tel: 425-448-4988

About EXECUTIVE WEALTH GROUP, LLC

EXECUTIVE WEALTH GROUP, LLC, formally registered with the SEC as EXECUTIVE WEALTH GROUP, LLC. The firm was established in 01/23/2017. They have over 1 offices throughout the country.

EXECUTIVE WEALTH GROUP, LLC is a Kirkland, Washington based Financial Planning firm with nearly $394,451,722 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283103
SEC#	801-108940
Assets Managed by Firm	$394,451,722
No. of Clients	220
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	220	$394,451,722
Individuals (other than high net worth individuals)	16	$11,642,063
High net worth individuals	70	$382,809,659

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