# EXECUTIVE WEALTH MANAGEMENT, LLC

EXECUTIVE WEALTH MANAGEMENT, LLC of BRIGHTON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 140736
- Type: SEC-registered investment adviser
- SEC file number: 801-66881
- Location: 135 WEST NORTH STREET, BRIGHTON, MI, 48116
- Phone: 810-229-6446
- Latest filing: 2024-12-10
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $26.1M
- Clients: 60
- Accounts: 7,577

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| HERZOG ALBERT PINGREE | BOARD OF MANAGERS; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| EVANGELISTA KENNETH PATRICK | CHIEF COMPLIANCE OFFICER | — |
| RUMLER CRAIG DAVID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| CHECHEL MICHAEL ROBERT | BOARD OF MANAGERS; BOARD OF MANAGERS, RESIDENT AGENT; MANAGING DIRECTOR, BOARD OF MANAGERS, RESIDENT AGENT (+1 more) | — |
| KULESZA ADAM R | BOARD OF MANAGERS; VICE PRESIDENT | — |
| PERICH ERIC VELIBOR | CHIEF COMPLIANCE OFFICER | — |
| BARBER GREGORY JOSEPH | BOARD OF MANAGERS; CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, BOARD OF MANAGERS | — |
| LAY MICHAEL JAMES | BOARD OF MANAGERS; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER - BOARD OF MANAGERS (+3 more) | — |
| WICKHAM CODY EDWARD | CHIEF INFORMATION SECURITY OFFICER | — |
| RITSEMA KYRSTIN NICOLE | CHIEF COMPLIANCE OFFICER | — |
| LARSEN NATHAN J | CHIEF INVESTMENT OFFICER | — |
| LAWSON SHAWN ADAM | CHIEF CLIENT SOLUTIONS OFFICER | — |
| MESSINA ZACHARY B | BOARD OF MANAGERS | — |
| LARSEN ROBERT BOSTON | BOARD OF MANAGERS | — |
| PLASKEY JAMES ALLAN | BOARD OF MANAGERS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140736/similar
- Related entities: https://search.stillhousedata.com/firm/140736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140736

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.