Bassam Wealth Management, LLC
● SEC registered since 2024CRD 330695SEC# 801-130321Palm Beach, FL
Reg. AUM
$241M
Employees
3
Accounts
176
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 $241 million in regulatory assets under management and employs 3 people.
Bassam Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ehsan S Bassam Control | Managing Member And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Bassam Wealth Management, LLC manage?
Bassam Wealth Management, LLC reports $241 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
| Address | 2875 South Ocean Blvd, Suite 200-28, Palm Beach, FL 33480 |
| Phone | (561) 494-6391 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$241Mregulatory AUM
Discretionary $118.2MNon-discretionary $122.7M