EXECUTIVE WEALTH MANAGEMENT, LLC
CRD #140736 SEC #801-66881 BRIGHTON, MI 810-229-6446
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
60
Clients
--
Accounts
7,577
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $1.4B | $1.4B | $26.1M | 60 | 0 |
| Oct 2024 | $1.4B | $1.4B | $26.1M | 60 | 0 |
| Jun 2024 | $1.4B | $1.4B | $26.1M | 60 | 0 |
| Mar 2024 | $1.4B | $1.4B | $26.1M | 60 | 0 |
| Mar 2024 | $1.4B | $1.4B | $26.1M | 60 | 0 |
| Dec 2023 | $1.2B | $1.2B | $24M | 31 | 0 |
| Nov 2023 | $1.2B | $1.2B | $24M | 31 | 0 |
| Jul 2023 | $1.2B | $1.2B | $24M | 31 | 0 |
| Apr 2023 | $1.2B | $1.2B | $24M | 31 | 0 |
| Mar 2023 | $1.2B | $1.2B | $24M | 31 | 0 |
| Feb 2023 | $1.2B | $1.2B | $24M | 31 | 0 |
| Jan 2023 | $1.3B | $1.3B | $31.1M | 31 | 0 |
| Dec 2022 | $1.3B | $1.3B | $31.1M | 31 | 0 |
| Dec 2022 | $1.3B | $1.3B | $31.1M | 31 | 0 |
| May 2022 | $1.3B | $1.3B | $31.1M | 31 | 0 |
| Feb 2022 | $1.3B | $1.3B | $31.1M | 31 | 0 |
| Jan 2022 | $1.1B | $1.1B | $26.8M | 29 | 0 |
| Oct 2021 | $1.1B | $1.1B | $26.8M | 29 | 0 |
| Oct 2021 | $1.1B | $1.1B | $26.8M | 29 | 0 |
| May 2021 | $1.1B | $1.1B | $26.8M | 29 | 0 |
| Mar 2021 | $1.1B | $1.1B | $26.8M | 29 | 0 |
| Mar 2021 | $1.1B | $1.1B | $26.8M | 29 | 0 |
| Dec 2020 | $924.7M | $907.2M | $17.5M | 30 | 21 |
| Oct 2020 | $924.7M | $907.2M | $17.5M | 30 | 21 |
| Jun 2020 | $924.7M | $907.2M | $17.5M | 30 | 21 |
| May 2020 | $924.7M | $907.2M | $17.5M | 30 | 21 |
| Mar 2020 | $924.7M | $907.2M | $17.5M | 30 | 21 |
| Oct 2019 | $820.1M | $809.2M | $10.9M | 27 | 277 |
| Mar 2019 | $820.1M | $809.2M | $10.9M | 27 | 277 |
| Nov 2018 | $712.8M | $710.9M | $1.9M | 26 | 277 |
| Mar 2018 | $712.8M | $710.9M | $1.9M | 26 | 277 |
| Jan 2018 | $677.8M | $670.4M | $7.4M | 30 | 241 |
| Nov 2017 | $677.8M | $670.4M | $7.4M | 30 | 241 |
| Sep 2017 | $639.1M | $637M | $2.1M | 28 | 2,700 |
| Jun 2017 | $614.2M | $609.7M | $4.4M | 28 | 2,700 |
| Mar 2017 | $573.3M | $567.5M | $5.8M | 30 | 2,700 |
| Feb 2017 | $553.4M | $547.2M | $6.2M | 24 | 2,300 |
| Dec 2016 | $553.4M | $547.2M | $6.2M | 24 | 2,300 |
| May 2016 | $621.6M | $613M | $8.6M | 24 | 2,300 |
| Mar 2016 | $621.6M | $613M | $8.6M | 24 | 2,300 |
| Nov 2015 | $574.9M | $549.6M | $25.2M | 22 | 1,800 |
| Jun 2015 | $574.9M | $549.6M | $25.2M | 22 | 1,800 |
| May 2015 | $574.9M | $549.6M | $25.2M | 22 | 1,800 |
| Apr 2015 | $574.9M | $549.6M | $25.2M | 22 | 1,800 |
| Mar 2015 | $574.9M | $549.6M | $25.2M | 22 | 1,800 |
| Feb 2015 | $574.9M | $549.6M | $25.2M | 22 | 1,800 |
| Apr 2014 | $493.7M | $466.5M | $27.2M | 25 | 1,800 |
| Apr 2014 | $493.7M | $466.5M | $27.2M | 25 | 1,800 |
| Mar 2014 | $493.7M | $466.5M | $27.2M | 25 | 1,800 |
| Nov 2013 | $436.9M | $424.3M | $12.6M | 22 | 1,800 |
| Nov 2013 | $436.9M | $424.3M | $12.6M | 22 | 1,800 |
| Oct 2013 | $436.9M | $424.3M | $12.6M | 22 | 1,800 |
| Aug 2013 | $385.8M | $370.9M | $14.9M | 22 | 1,800 |
| Jun 2013 | $385.8M | $370.9M | $14.9M | 22 | 1,800 |
| Mar 2013 | $385.8M | $370.9M | $14.9M | 22 | 1,800 |
| Sep 2012 | $286.1M | $270.3M | $15.8M | 11 | 1,700 |
| May 2012 | $286.1M | $270.3M | $15.8M | 11 | 1,700 |
| Mar 2012 | $286.1M | $270.3M | $15.8M | 11 | 1,700 |
| Mar 2011 | $248.6M | $232.2M | $16.5M | -- | -- |
| Apr 2009 | $117.2M | $50.7M | $66.5M | 10 | -- |
| Feb 2009 | $42.9M | $20.8M | $22.1M | 10 | -- |
| Jan 2008 | $656.3M | $656.3M | $0 | 10 | -- |
| Nov 2007 | $656.3M | $656.3M | $0 | 10 | -- |
| Oct 2007 | $656.3M | $656.3M | $0 | 10 | -- |
| Jan 2007 | $656.3M | $656.3M | $0 | 10 | -- |
| Jan 2007 | $170.1M | $65.6M | $104.5M | 10 | -- |
| Dec 2006 | $170.1M | $65.6M | $104.5M | 10 | -- |
DateDec 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.1M
Employees60
Clients0
DateOct 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.1M
Employees60
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.1M
Employees60
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.1M
Employees60
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.1M
Employees60
Clients0
DateDec 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24M
Employees31
Clients0
DateNov 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24M
Employees31
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24M
Employees31
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24M
Employees31
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24M
Employees31
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24M
Employees31
Clients0
DateJan 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$31.1M
Employees31
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$31.1M
Employees31
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$31.1M
Employees31
Clients0
DateMay 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$31.1M
Employees31
Clients0
DateFeb 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$31.1M
Employees31
Clients0
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.8M
Employees29
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.8M
Employees29
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.8M
Employees29
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.8M
Employees29
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.8M
Employees29
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.8M
Employees29
Clients0
DateDec 2020
Total AUM$924.7M
Discretionary$907.2M
Non-Disc.$17.5M
Employees30
Clients21
DateOct 2020
Total AUM$924.7M
Discretionary$907.2M
Non-Disc.$17.5M
Employees30
Clients21
DateJun 2020
Total AUM$924.7M
Discretionary$907.2M
Non-Disc.$17.5M
Employees30
Clients21
DateMay 2020
Total AUM$924.7M
Discretionary$907.2M
Non-Disc.$17.5M
Employees30
Clients21
DateMar 2020
Total AUM$924.7M
Discretionary$907.2M
Non-Disc.$17.5M
Employees30
Clients21
DateOct 2019
Total AUM$820.1M
Discretionary$809.2M
Non-Disc.$10.9M
Employees27
Clients277
DateMar 2019
Total AUM$820.1M
Discretionary$809.2M
Non-Disc.$10.9M
Employees27
Clients277
DateNov 2018
Total AUM$712.8M
Discretionary$710.9M
Non-Disc.$1.9M
Employees26
Clients277
DateMar 2018
Total AUM$712.8M
Discretionary$710.9M
Non-Disc.$1.9M
Employees26
Clients277
DateJan 2018
Total AUM$677.8M
Discretionary$670.4M
Non-Disc.$7.4M
Employees30
Clients241
DateNov 2017
Total AUM$677.8M
Discretionary$670.4M
Non-Disc.$7.4M
Employees30
Clients241
DateSep 2017
Total AUM$639.1M
Discretionary$637M
Non-Disc.$2.1M
Employees28
Clients2,700
DateJun 2017
Total AUM$614.2M
Discretionary$609.7M
Non-Disc.$4.4M
Employees28
Clients2,700
DateMar 2017
Total AUM$573.3M
Discretionary$567.5M
Non-Disc.$5.8M
Employees30
Clients2,700
DateFeb 2017
Total AUM$553.4M
Discretionary$547.2M
Non-Disc.$6.2M
Employees24
Clients2,300
DateDec 2016
Total AUM$553.4M
Discretionary$547.2M
Non-Disc.$6.2M
Employees24
Clients2,300
DateMay 2016
Total AUM$621.6M
Discretionary$613M
Non-Disc.$8.6M
Employees24
Clients2,300
DateMar 2016
Total AUM$621.6M
Discretionary$613M
Non-Disc.$8.6M
Employees24
Clients2,300
DateNov 2015
Total AUM$574.9M
Discretionary$549.6M
Non-Disc.$25.2M
Employees22
Clients1,800
DateJun 2015
Total AUM$574.9M
Discretionary$549.6M
Non-Disc.$25.2M
Employees22
Clients1,800
DateMay 2015
Total AUM$574.9M
Discretionary$549.6M
Non-Disc.$25.2M
Employees22
Clients1,800
DateApr 2015
Total AUM$574.9M
Discretionary$549.6M
Non-Disc.$25.2M
Employees22
Clients1,800
DateMar 2015
Total AUM$574.9M
Discretionary$549.6M
Non-Disc.$25.2M
Employees22
Clients1,800
DateFeb 2015
Total AUM$574.9M
Discretionary$549.6M
Non-Disc.$25.2M
Employees22
Clients1,800
DateApr 2014
Total AUM$493.7M
Discretionary$466.5M
Non-Disc.$27.2M
Employees25
Clients1,800
DateApr 2014
Total AUM$493.7M
Discretionary$466.5M
Non-Disc.$27.2M
Employees25
Clients1,800
DateMar 2014
Total AUM$493.7M
Discretionary$466.5M
Non-Disc.$27.2M
Employees25
Clients1,800
DateNov 2013
Total AUM$436.9M
Discretionary$424.3M
Non-Disc.$12.6M
Employees22
Clients1,800
DateNov 2013
Total AUM$436.9M
Discretionary$424.3M
Non-Disc.$12.6M
Employees22
Clients1,800
DateOct 2013
Total AUM$436.9M
Discretionary$424.3M
Non-Disc.$12.6M
Employees22
Clients1,800
DateAug 2013
Total AUM$385.8M
Discretionary$370.9M
Non-Disc.$14.9M
Employees22
Clients1,800
DateJun 2013
Total AUM$385.8M
Discretionary$370.9M
Non-Disc.$14.9M
Employees22
Clients1,800
DateMar 2013
Total AUM$385.8M
Discretionary$370.9M
Non-Disc.$14.9M
Employees22
Clients1,800
DateSep 2012
Total AUM$286.1M
Discretionary$270.3M
Non-Disc.$15.8M
Employees11
Clients1,700
DateMay 2012
Total AUM$286.1M
Discretionary$270.3M
Non-Disc.$15.8M
Employees11
Clients1,700
DateMar 2012
Total AUM$286.1M
Discretionary$270.3M
Non-Disc.$15.8M
Employees11
Clients1,700
DateMar 2011
Total AUM$248.6M
Discretionary$232.2M
Non-Disc.$16.5M
Employees--
Clients--
DateApr 2009
Total AUM$117.2M
Discretionary$50.7M
Non-Disc.$66.5M
Employees10
Clients--
DateFeb 2009
Total AUM$42.9M
Discretionary$20.8M
Non-Disc.$22.1M
Employees10
Clients--
DateJan 2008
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$170.1M
Discretionary$65.6M
Non-Disc.$104.5M
Employees10
Clients--
DateDec 2006
Total AUM$170.1M
Discretionary$65.6M
Non-Disc.$104.5M
Employees10
Clients--