BASSAM WEALTH MANAGEMENT, LLC of PALM BEACH, FL is an SEC-registered investment adviser (CRD 330695). Regulatory assets under management: $241.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| 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 | — |