Executive Wealth Management, LLC

EST. AUM
$1,438,725,950

CONTACTS
7

CLIENT ACCOUNTS
7,577

Firm Details

Metro area Detroit
CRD Number 140736
Website epwealth.com
Client types

Overview

In January 2025, EWM was acquired by EP Wealth Advisors. EWM manages client assets with a strong commitment to stewardship and a deep respect for the responsibilities entrusted to them. The firm is dedicated to refining processes that protect and enhance the assets of its clients. The EWM team is passionate about guiding individuals through their legacy-building journeys, recognizing that wealth creation necessitates a long-term strategy tailored to each client's unique circumstances and aspirations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Executive Wealth Management, LLC

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