Bassam Wealth Management, LLC
Bassam Wealth Management, LLC is an SEC-registered wealth manager in Palm Beach, FL with $241.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Bassam Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330695, SEC 801-130321, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $241.0M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Palm Beach, FL
- Employees
- 3
- Clients
- 24
- CRD
- 330695
- Ownership
- Bassam, Ehsan, S; YOUNG, BRIAN, MICHAEL; BASSAM, EHSAN S; PLAIN STREET HOLDING COMPANY, LLC
How much AUM does Bassam Wealth Management, LLC have?
Bassam Wealth Management, LLC reported $241.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Bassam Wealth Management, LLC?
Disclosed owners and executives of Bassam Wealth Management, LLC include Bassam, Ehsan, S, YOUNG, BRIAN, MICHAEL, BASSAM, EHSAN S, PLAIN STREET HOLDING COMPANY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.