BASSAM WEALTH MANAGEMENT, LLC
CRD #330695 SEC #801-130321 PALM BEACH, FL (561) 494-6391
SEC Registered
Total AUM
$221.8M
Discretionary
$98.2M
Employees
3
Clients
0
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $221.8M | $98.2M | $123.6M | 3 | 0 |
| Sep 2024 | $192.2M | $69.4M | $122.8M | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$221.8M
Discretionary$98.2M
Non-Disc.$123.6M
Employees3
Clients0
DateSep 2024
Total AUM$192.2M
Discretionary$69.4M
Non-Disc.$122.8M
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0