EXECUTIVE WEALTH SERVICES LLC

EXECUTIVE WEALTH SERVICES LLC of HIGH POINT, NC is an SEC-registered investment adviser (CRD 334950). Regulatory assets under management: $1.1M.

Registration

• CRD: 334950
• Type: Registered investment adviser
• Location: 3436 HILLSIDE DRIVE, HIGH POINT, NC, 27265
• Phone: (336) 880-5144
• Latest filing: 2026-01-09
• Regulatory AUM: $1.1M
• Discretionary AUM: $119K
• Non-discretionary AUM: $936K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search