# BASSAM WEALTH MANAGEMENT, LLC

BASSAM WEALTH MANAGEMENT, LLC of PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 330695
- Type: SEC-registered investment adviser
- SEC file number: 801-130321
- Location: 2875 SOUTH OCEAN BLVD, SUITE 200-28, PALM BEACH, FL, 33480
- Phone: (561) 494-6391
- Latest filing: 2026-03-04
- Regulatory AUM: $241.0M
- Discretionary AUM: $118.2M
- Non-discretionary AUM: $122.7M
- Clients: 3
- Accounts: 176

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Ehsan S Bassam | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| YOUNG BARRY MICHAEL | INTERIM CHIEF COMPLIANCE OFFICER | — |
| Bassam Ehsan S | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330695/similar
- Related entities: https://search.stillhousedata.com/firm/330695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330695

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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.