CRD: 330695
Bassam Wealth Management, LLC
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- Custodian
- Bank OF America · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-24-2024
- Office Locations
- 1
Office Locations
About Bassam Wealth Management, LLC
Bassam Wealth Management is a Florida-registered RIA providing wealth management and family office-oriented planning, including portfolio construction/risk management, estate strategy, and AI-supported goals-based planning. The firm works with entrepreneurs and executives, peak-career professionals, high-net-worth clients, and multigenerational families, and offers a dedicated online client login portal while serving clients nationally.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 4, 2026, reported AUM increased 8.6%, from $221.8M to $241.0M.
Across 3 reported observations, AUM increased 25.4% between September 19, 2024 and March 4, 2026, from $192.2M to $241.0M.
Of the latest reported AUM, 49.1% is discretionary and 50.9% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $10.0M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
Ehsan S Bassam
Chief Compliance Officer, Managing Member
- CRD
- #5406672
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,230,430 | $691,406 |
| Non-Discretionary | $122,740,506 | $24,548,101 |
| Total | $240,970,936 | $1,369,153 |
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Separately Managed Accounts
SMA allocation detail is available
Bassam Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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