CRD: 330695
Bassam Wealth Management, LLC
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- Custodian
- Bank OF America · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Ehsan S Bassam
Chief Compliance Officer, Managing Member
- CRD
- #5406672
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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