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Executive Wealth Management Logo
Executive Wealth Management Growth Score
76
CB Rank
2547116
Heat Score
19
Executive Wealth Management is an investment advisory firm that seeks to achieve and sustain its clients' wealth.
Acquired by
EP Wealth Advisors Logo
EP Wealth Advisors
Founded
obfuscation
Private Brighton, Michigan, United States11-50 www.ewmadvisors.com
Financial Services
Wealth Management
Overview

Executive Wealth Management
Growth Score
76
Heat Score
19

Growth Score76
-8 pts
in past quarter
Heat Score 19
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Executive Wealth Management

CB Rank
2547116
Executive Wealth Management is an investment advisory firm that seeks to achieve and sustain its clients' wealth.
Acquired by
EP Wealth Advisors Logo
EP Wealth Advisors
Founded
obfuscation
Private Brighton, Michigan, United States11-50 www.ewmadvisors.com
Financial Services
Wealth Management

Details

Legal Name Executive Wealth Management LLC
Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials

M&A Details

Executive Wealth Management was acquired by EP Wealth Advisors on
obfuscation
.
Transaction Name 
Executive Wealth Management acquired by EP Wealth Advisors Logo
Executive Wealth Management acquired by EP Wealth Advisors
Acquired by 
EP Wealth Advisors Logo
EP Wealth Advisors
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 40
News

News and Press

News•Feb 13, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jan 8, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$1.5MThis year, Executive Wealth Management is projected to spend $1.5M on IT, according to Aberdeen.

Actively Used Products

18Executive Wealth Management uses 18 technology products and services including HTML5, Lightbox, and  Microsoft Outlook, according to G2 Stack.

Active Website Tech Count

9Executive Wealth Management is actively using 9 technologies for its website, according to BuiltWith. These include DNSSEC, CommonCrawl Top 5m, and  Google Cloud.
Sub-Organizations
Frequently Asked Questions

Where is Executive Wealth Management's headquarters? Executive Wealth Management is located in Brighton, Michigan, United States.
Who We Are
What We Do
Helpful Links
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