Executive Wealth Management, LLC

Q1 2019 13F Detailed Holdings

Location
Brighton, MI
Holdings as of
3/31/2019
Value ($000)
$559,719
Num holdings
866
Date filed
5/2/2019
Form type
13F-HR
Prev filing
2/19/2019
Next filing
8/1/2019
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ATRIA INVESTMENTS LLC 028-14921