# EXECUTIVE WEALTH GROUP, LLC

EXECUTIVE WEALTH GROUP, LLC of KIRKLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 283103
- Type: SEC-registered investment adviser
- SEC file number: 801-108940
- Location: 3435 CARILLON POINT, KIRKLAND, WA, 98033
- Phone: 425-448-4988
- Latest filing: 2024-03-07
- Regulatory AUM: $394.5M
- Discretionary AUM: $394.5M
- Clients: 2
- Accounts: 220

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| MAXWELL SAMUEL CHAPMAN | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283103/similar
- Related entities: https://search.stillhousedata.com/firm/283103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283103

---

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.