PPrivate Fund Data Log in Join · $37/mo

Ehsan S Bassam

Managing Member And Chief Compliance OfficerBassam Wealth Management, LLCCRD 5406672

About Ehsan S Bassam

Ehsan S Bassam is listed as Managing Member And Chief Compliance Officer at Bassam Wealth Management, LLC in Palm Beach, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Bassam Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ehsan S Bassam work?

Ehsan S Bassam is listed as Managing Member And Chief Compliance Officer at Bassam Wealth Management, LLC on SEC Form ADV.

How much of Bassam Wealth Management, LLC does Ehsan S Bassam own?

Form ADV reports a beneficial ownership band of Over 75%.

Bassam Wealth Management, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2024
View Bassam Wealth Management, LLC →