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
Firm Details
- Organization Type
- Other (specify) (S-CORPORATION)
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LINDER, SHANNON, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LINDER, SHANNON, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LINDER, SHANNON, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LINDER, SHANNON, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEFFREY C. JOHNSON TRUST | DE | DIRECT OWNER | E | Control |
| JEFFREY C. JOHNSON TRUST | DE | DIRECT OWNER | E | Control |
| JEFFREY C. JOHNSON TRUST | DE | DIRECT OWNER | E | Control |
| JEFFREY C. JOHNSON TRUST | DE | DIRECT OWNER | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | PRESIDENT | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | PRESIDENT | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | PRESIDENT | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, JEFFREY, CHARLES | I | JEFFREY C. JOHNSON TRUST | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | JEFFREY C. JOHNSON TRUST | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | JEFFREY C. JOHNSON TRUST | E | Control |
| JOHNSON, JEFFREY, CHARLES | I | JEFFREY C. JOHNSON TRUST | E | Control |
Registrations
Federal
IA
Mar 14, 2017 REGISTERED
Notice Filings (7)
AZ CO FL IL LA NE TX
Address
6940 "O" ST., SUITE 300LINCOLN, NE 68510
United States
Phone: 402-466-3400