EXECUTIVE WEALTH GROUP, LLC
EXECUTIVE WEALTH GROUP, LLC of KIRKLAND, WA is an SEC-registered investment adviser (CRD 283103). Regulatory assets under management: $394.5M.
Registration
- CRD: 283103
- SEC file number: 801-108940
- Type: Registered investment adviser
- 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 | — |
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