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Executive Wealth Management, LLC Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Executive Wealth Management, LLC is a fee-based independent advisory firm in the financial services industry. Based in Brighton, Michigan, the firm was founded in 1981 and operates with a range of client portfolios managed through fee-based models, including a proprietary investment approach called Protactical™. The company reports overseeing assets in excess of $575 million, indicating a focus on ongoing portfolio management and client advisory services rather than transactional only engagements. Its client base appears to be individual and possibly small business investors seeking managed investment solutions and strategic wealth stewardship.

Find Executive Wealth Management, LLC employees' phone numbers or email addresses

Executive Wealth Management, LLC Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Executive Wealth Management, LLC's Leadership

  • Stylized image of a person
    M. L.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    A. H.
    President, Principal
    Mobile Phone
  • Stylized image of a person
    H. A.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    Z. W.
    Unregistered Sales Assistant
    Mobile Phone
  • Stylized image of a person
    A. L.
    Investment Advisor Representative With Executive Wealth Management
    Mobile Phone
  • Stylized image of a person
    A. R.
    Executive Assistant
    Mobile Phone
  • Stylized image of a person
    C. L.
    Executive Assistant
    Mobile Phone
  • Stylized image of a person
    E. H.
    Compliance Analyst
    Mobile Phone

Executive Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Business
  • Finance
  • Accounting
  • Other

Contact profiles from Executive Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. H.
    President, Principal
    Mobile Phone
    United StatesMichigan
    May 09, 2026
  • Stylized image of a person
    M. L.
    Chief Operating Officer
    Mobile Phone
    United StatesMichigan
    Nov 10, 2025
  • Stylized image of a person
    H. A.
    Office Manager
    Mobile Phone
    United StatesMichigan
    Feb 19, 2025
  • Stylized image of a person
    Z. W.
    Unregistered Sales Assistant
    Mobile Phone
    Jun 01, 2026
  • Stylized image of a person
    A. L.
    Investment Advisor Representative With Executive Wealth Management
    Mobile Phone
    United StatesMichigan
    Aug 03, 2025
  • Stylized image of a person
    A. R.
    Executive Assistant
    Mobile Phone
    United StatesMichigan
    Oct 18, 2024
  • Stylized image of a person
    C. L.
    Executive Assistant
    Mobile Phone
    United StatesMichigan
    Oct 22, 2024
  • Stylized image of a person
    E. H.
    Compliance Analyst
    Mobile Phone
    United StatesMichigan
    May 14, 2025
  • Stylized image of a person
    E. E.
    Registered Sales Assistant
    Mobile Phone
    United StatesPennsylvania
    Apr 26, 2025

Frequently Asked Questions

What is Executive Wealth Management, LLC known for?

Minus sign iconPlus sign iconExecutive Wealth Management, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-810-229-****
. Explore Executive Wealth Management, LLC's company overview page for more information.

What is Executive Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconExecutive Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Executive Wealth Management, LLC email formats with LeadIQ.

How many employees does Executive Wealth Management, LLC have currently?

Minus sign iconPlus sign iconExecutive Wealth Management, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Executive Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Executive Wealth Management, LLC's key employees include:

  • Chief Operating Officer: M. L.
  • President, Principal: A. H.
  • Office Manager: H. A.
  • Unregistered Sales Assistant: Z. W.
  • Investment Advisor Representative With Executive Wealth Management: A. L.

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