EXECUTIVE WEALTH MANAGEMENT LTD
Legal name: EXECUTIVE WEALTH MANAGEMENT
CRD #281667 SEC #801-106910 LINCOLN, NE 402-466-3400
SEC Registered
Total AUM
$307.9M
Discretionary
$307.9M
Employees
12
Clients
26
Accounts
877
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $307.9M | $307.9M | $0 | 12 | 600 |
| Jun 2016 | $313.3M | $313.3M | $0 | 16 | 500 |
| Mar 2016 | $313.3M | $313.3M | $0 | 16 | 500 |
| Nov 2015 | $0 | $0 | $0 | 16 | 0 |
DateMar 2017
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees12
Clients600
DateJun 2016
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees16
Clients500
DateMar 2016
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees16
Clients500
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0