EXECUTIVE WEALTH GROUP, LLC
CRD #283103 SEC #801-108940 KIRKLAND, WA 425-448-4988
SEC Registered
Total AUM
$394.5M
Discretionary
$394.5M
Employees
2
Clients
0
Accounts
220
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $394.5M | $394.5M | $0 | 2 | 0 |
| Jan 2024 | $394.5M | $394.5M | $0 | 2 | 0 |
| Mar 2023 | $348.5M | $348.5M | $0 | 2 | 0 |
| Jan 2022 | $420.3M | $420.3M | $0 | 2 | 0 |
| Jun 2021 | $391.9M | $391.9M | $0 | 2 | 0 |
| Feb 2021 | $391.9M | $391.9M | $0 | 2 | 0 |
| Feb 2021 | $391.9M | $391.9M | $0 | 2 | 0 |
| Jun 2020 | $353M | $353M | $0 | 2 | 0 |
| May 2020 | $353M | $353M | $0 | 2 | 0 |
| Feb 2020 | $353M | $353M | $0 | 2 | 0 |
| Feb 2019 | $310.1M | $310.1M | $0 | 2 | 0 |
| Mar 2018 | $312.7M | $312.7M | $0 | 2 | 0 |
| Dec 2017 | $277.7M | $277.7M | $0 | 2 | 0 |
| May 2017 | $230.3M | $230.3M | $0 | 1 | 0 |
| Apr 2017 | $0 | $0 | $0 | 1 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$394.5M
Discretionary$394.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$394.5M
Discretionary$394.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$348.5M
Discretionary$348.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$420.3M
Discretionary$420.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$391.9M
Discretionary$391.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$391.9M
Discretionary$391.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$391.9M
Discretionary$391.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$310.1M
Discretionary$310.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$312.7M
Discretionary$312.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2017
Total AUM$277.7M
Discretionary$277.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees1
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0