PPrivate Fund Data Log in Join · $37/mo

Bassam Wealth Management, LLC

● SEC registered since 2024CRD 330695SEC# 801-130321Palm Beach, FL
Export (members)
Reg. AUM
$221.8M
Employees
3
Accounts
94
Location
Palm Beach, FL

Bassam Wealth Management, LLC assets under management

Bassam Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Palm Beach, FL. The firm has been registered since 2024. It reports $221.8 million in regulatory assets under management and employs 3 people.
bassamwealthmanagement.comView on SEC.gov ↗

Bassam Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ehsan S Bassam ControlManaging Member And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Bassam Wealth Management, LLC manage?

Bassam Wealth Management, LLC reports $221.8 million in regulatory assets under management on its Form ADV.

How many employees does Bassam Wealth Management, LLC have?

Bassam Wealth Management, LLC reports 3 employees.

Where is Bassam Wealth Management, LLC located?

Bassam Wealth Management, LLC is based in Palm Beach, FL and has been SEC-registered since 2024.

Does Bassam Wealth Management, LLC disclose fund performance?

Bassam Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2875 South Ocean Blvd, Suite 200-28, Palm Beach, FL 33480
Phone(561) 494-6391
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$98.2M
Non-discretionary$123.6M
Total (RAUM)$221.8M