Executive Wealth Management

Finance · Kansas, United States · 51-200 Employees

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Overview

Headquarters

9526 Ash St Apt 210, Overland Park, Kans...

Phone Number

(810) 229-6446

Revenue

$29.4 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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ZI Rank
3
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2

About Executive Wealth Management

Executive Wealth Management is an investment advisory firm that seeks to achieve and sustain its clients' wealth through proactive management solutions. It is committed to providing first class service and building lifelong relationships by exceeding expectations. Its dedication distinguishes its independent firm, and helps enable enduring success for its clients, company and community. It uses a disciplined, risk adjusted, and timely approach to investing. Each day, using its proprietary money management platform, Fortunatus Investments, it carefully monitors its wealth management strategies for each client.Explore more
Executive Wealth Management's Social MediaPopular SearchesExecutive Wealth Management LLCExecutive Wealth ManagementExecutive Wealth Management| LLCExecutive Wealth Advisors LLCExecutive Wealth Management of Rochester LLCSIC Code 62,628NAICS Code 52,523Show more

Executive Wealth Management Org Chart

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KM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Executive Wealth Manageme...

$29.4M
51-200
Private
-
1981
KM
Ken McMullenChief Marketing Officer
$30.1M
51-200
Private
-
2001
$9.7M
11-50
Private
<$5M
-
CR
Christi RobinetteExecutive Vice President
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
Illustration of an envelope

Company Profile Activity

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High Activity

Activity Insights

Executive Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Executive Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Executive Wealth Management.

Executive Wealth Management Tech Stack

A closer look at the technologies used by Executive Wealth Management

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Funding
Executive Wealth Management has received an SBA PPP loan for $350,000 from Bank Michigan, supporting the retention of 34 jobs.
Funding
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Executive Wealth Management News & Media

  • EP Wealth Advisors Expands National Presence Through Acquisition of Executive Wealth Management, LLC

    TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the acquisition of Executive Wealth Management, LLC (“EWM”), in Michigan. This partnership establishes EP Wealth’s first offices in Michigan and strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM) and bringing EP’s total AUM to over $31 billion. The partne
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Frequently Asked Questions Regarding Executive Wealth Management

What is Executive Wealth Management's official website?
Executive Wealth Management's official website is www.ewmadvisors.com
What is Executive Wealth Management's Revenue?
Executive Wealth Management's revenue is $29.4 Million
What is Executive Wealth Management's SIC code?
Executive Wealth Management's SIC: 62,628
What is Executive Wealth Management's NAICS code?
Executive Wealth Management's NAICS: 52,523
How many employees does Executive Wealth Management have?
Executive Wealth Management has 51-200 employees
What industry does Executive Wealth Management belong to?
Executive Wealth Management is in the industry of: Finance, Securities Trading
What is Executive Wealth Management competition?
Executive Wealth Management top competitors include: Van Reed Wealth Management, Radnor Financial Advisors, Fragasso Financial Advisors, HBKS Wealth Advisors
What companies has Executive Wealth Management acquired?
Executive Wealth Management has acquired the companies: Capital Insight Partners, Clearview Wealth Advisors, Sound Financial Planning, Vantage Advisors
What technology does Executive Wealth Management use?
Some of the popular technologies that Executive Wealth Management uses are: Rebrandly, reCAPTCHA, PHP, Google AdSense
How do I contact Executive Wealth Management?
Executive Wealth Management contact info: Phone number: (810) 229-6446 Website: www.ewmadvisors.com
What does Executive Wealth Management do?

Executive Wealth Management is an investment advisory firm that seeks to achieve and sustain its clients' wealth through proactive management solutions. It is committed to providing first class service and building lifelong relationships by exceeding expectations. Its dedication distinguishes its independent firm, and helps enable enduring success... for its clients, company and community. It uses a disciplined, risk adjusted, and timely approach to investing. Each day, using its proprietary money management platform, Fortunatus Investments, it carefully monitors its wealth management strategies for each client.Read More

What are Executive Wealth Management social media links?
Executive Wealth Management Linkedin page Executive Wealth Management Facebook page
Is Executive Wealth Management a public company?
Executive Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Executive Wealth Management

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