Executive Wealth Management, LLC

Q4 2019 13F Detailed Holdings

Location
Brighton, MI
Holdings as of
12/31/2019
Value ($000)
$730,867
Num holdings
180
Date filed
1/23/2020
Form type
13F-HR
Prev filing
11/21/2019
Next filing
4/27/2020
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