E
CRD: 297608
Executive Wealth Partners
Omaha, NE, 68114
4029911700
$18.3M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2018
- Office Locations
- 1
Office Locations
9802 Nicholas St. Suite 375 Omaha NE
About Executive Wealth Partners
Executive Wealth Partners is a Omaha-based RIA. The firm has been operating for 7 years. Managing $18.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
54 AVG AGE
$18.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Horizon frontier Timber Oak
Client Personas
Pathway atlas
Investment Themes
Summit Delta atlas Ridge
Investment Vehicles
Ridge atlas
Services
Fusion Eagle oak Insight capital Unison Vital Summit focus Timber Focus frontier
Owner & Executives
R
ROBERT B WELLENDORF II
Chief Compliance Officer, President
- CRD
- #2060101
- Ownership
- 75% or more
(224) 451-3898
value.pioneer@embercapital.com
in linkedin.com/in/beacon-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,302,406 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,302,406 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,302,406
Equity - Exchange:
31.8% Public Funds:
10.8% Corporate - Investment Grade:
32.8% U.S. Government/Agency:
7.6% Cash:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,182,681,518 | 31.8% |
| Public Funds | $741,288,063 | 10.8% |
| Corporate - Investment Grade | $2,251,319,301 | 32.8% |
| U.S. Government/Agency | $521,647,155 | 7.6% |
| Cash | $1,166,842,320 | 17.0% |
| Total | $6,863,778,357 | 100.0% |