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Executive Wealth Management, LLC Info

Executive Wealth Management, LLC info

Executive Wealth Management, LLC (SEC CIK 1542611) first filed with the SEC on 2019-02-19 (Form 13F-HR) and has filed 30 times since, including 25 Form 13F-HR quarterly holdings reports. It is organized in MI and registered at 135 W NORTH STREET, SUITE 1, BRIGHTON, MI, 48116.

  • Name: Value Executive Wealth Management, LLC.
  • SEC CIK: Value 1542611.
  • State of organization: Value MI.
  • Business address: Value 135 W NORTH STREET, SUITE 1, BRIGHTON, MI, 48116.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameExecutive Wealth Management, LLC
SEC CIK1542611
State of organizationMI
Business address135 W NORTH STREET, SUITE 1, BRIGHTON, MI, 48116
Mailing address135 W NORTH STREET, SUITE 1, BRIGHTON, MI, 48116
Phone8102296446
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2019-02-19 (Form 13F-HR)
Latest SEC filing2025-02-13 (Form 13F-HR)
Filings on EDGAR30
First Form 13F-HR2019-02-19 (quarter ended 2018-12-31)
Latest Form 13F-HR2025-02-13 (quarter ended 2024-12-31)
Form 13F-HR filings25

Filings by Form

FormFilingsLatest
13F-HR252025-02-13
13F-HR/A42024-11-15
N-PX12024-10-15

Filings by Year

YearFilingsForm 13F-HR
202511
202474
202354
202244
202144
202044
201954

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