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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASSAM, EHSAN S | I | MANAGING MEMBER | NA | Control |
| YOUNG, BRIAN, MICHAEL | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, BRIAN, MICHAEL | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Bassam, Ehsan, S | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PLAIN STREET HOLDING COMPANY, LLC | DE | MANAGING MEMBER (INITIAL / INTERIM OWNER) | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (3)
FL TX VA
Address
2875 SOUTH OCEAN BLVDSUITE 200-28
PALM BEACH, FL 33480
United States
Phone: (561) 494-6391