Executive Wealth Management
Executive Wealth Management is a Michigan-based registered investment advisory firm founded in 1981 serving high-net-worth individuals, families, federal employees, and professional athletes with comprehensive financial, investment, retirement, estate, tax, and business planning services. It was acquired by EP Wealth Advisors in December 2024.
- Company typePrivate
- Founded1981
- HeadquartersTorrance, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Executive Wealth Management does
Executive Wealth Management (EWM) is a Michigan-based registered investment advisory firm founded in 1981 that delivers comprehensive wealth management services to high-net-worth individuals, families, federal employees, and professional athletes. Its service catalog spans family office services, financial planning (including fiduciary, asset allocation, executive compensation, and special needs planning), divorce financial planning, retirement planning (401(k), 403(b), IRAs, defined contribution), investment management, estate planning (living wills, revocable living trusts, charitable remainder trusts), tax planning (tax loss harvesting), and business planning (debt analysis, buy-sell agreements, succession). The firm operates a relationship-based, advisor-led model rather than a software or platform product; pricing and underlying technology stack are not publicly disclosed, and revenue is consistent with AUM-based advisory fees typical of mid-sized RIAs.
In December 2024, Executive Wealth Management was acquired by EP Wealth Advisors, a national RIA carrying Barron's Top 100, Forbes Top RIA, USA Today, Financial Planning, and Inc. 5000 recognition (2023-2024). The transaction made EWM EP Wealth's first offices in Michigan and pushed parent AUM above $31 billion, while EWM's advisory team was retained to preserve client continuity. Post-deal, legacy EWM households gained access to EP Wealth's broader service suite and content ecosystem (podcasts, market updates, webinars, guides). Operating geographies are concentrated in Michigan and the broader Midwest; no further geographic or vertical expansion by EWM itself is in evidence, and the firm's independent operating status has ended.
Executive Wealth Management firmographics
Firmographics- Name
- Executive Wealth Management
- Legal name
- Executive Wealth Management, LLC
- Website
- https://ewmadvisors.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- Executive Wealth Management is a Michigan-based registered investment advisory firm founded in 1981 serving high-net-worth individuals, families, federal employees, and professional athletes with comprehensive financial, investment, retirement, estate, tax, and business planning services. It was acquired by EP Wealth Advisors in December 2024.
- Ownership category
- akta.pro rank
Executive Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Executive Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Torrance
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Executive Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Wealth Management Advisory Fees: Revenue generated through wealth management and financial advisory services, likely asset-under-management (AUM) based fees typical of registered investment advisers (RIAs).
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Executive Wealth Management product offering
Product offeringCore offering
Executive Wealth Management is an investment advisory firm that provides personalized wealth management services to high-net-worth individuals and families. The firm offers a comprehensive suite of services including financial planning, retirement planning, investment management, estate planning, tax planning, divorce financial planning, and business planning. Founded in 1981 and based in Michigan, EWM was acquired by EP Wealth Advisors in December 2024, with clients now served by the same advisory team under the EP Wealth brand.
Product overview
Executive Wealth Management is a financial advisory firm that offers a comprehensive suite of wealth management services. The firm operates as a service-based business rather than a software product, providing personalized financial planning and investment advisory services. Services include Family Office Services, Financial Planning (with sub-services for health assessment, life transitions, fiduciary services, asset allocation, and executive compensation), Divorce Financial Planning, Retirement Planning (401k, IRAs, 403b plans), Investment Management, Estate Planning, Tax Planning, and Business Planning. Following its acquisition by EP Wealth Advisors in December 2024, clients gained access to EP Wealth's extended service offerings and resources.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services
Companies that use Executive Wealth Management
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Executive Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Executive Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorsflagshipEP Wealth Advisors completed acquisition of Executive Wealth Management in December 2024, integrating EWM's Michigan operations and team members into EP Wealth. This acquisition established EP Wealth's first offices in Michigan and expanded its national footprint. EWM clients continue to be served by the same advisory team while gaining access to EP Wealth's broader suite of services.
Scale indicators2 records
Recent moves4 records
Expansion highlights3 records
Executive Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Mercer Advisors: National RIA offering wealth management, financial planning, and tax services to HNW individuals and families, with significant M&A-driven growth. Direct platform competitor to EP Wealth.
- Edelman Financial Engines: One of the largest US RIAs offering comprehensive financial planning and investment management to HNW individuals and corporate plans. Competes for the same HNW/executive wealth management clients.
- Mariner Wealth Advisors: National wealth management firm delivering comprehensive financial planning and investment advisory services to HNW families and institutions. Comparable scale, service breadth, and acquisition-led growth strategy.
- Creative Planning: Large national RIA providing holistic financial planning, investment management, retirement, estate, and tax planning to HNW households. A leading consolidator in the EWM/EP Wealth peer set.
Direct peers
- CAPTRUST: Wealth management and institutional investment advisory firm offering financial planning and investment management to HNW families, corporate executives, and institutions.
- Buckingham Strategic Wealth: Fee-only RIA providing financial planning, investment management, and tax strategy to HNW clients nationally. Mirrors EWM's service model and fiduciary orientation.
- EP Wealth Advisors: Parent acquirer of Executive Wealth Management, operating the same RIA business model (fee-based wealth management, financial planning, retirement, estate, tax) across multiple US offices. Direct platform peer post-acquisition.
- Carson Wealth: Comprehensive wealth management firm providing financial planning, investment, retirement, estate, and tax services to HNW families. Comparable service suite and HNW focus.
Regional players
- SVA Wealth: Multi-state RIA offering fee-based wealth management, financial planning, retirement, and estate planning to HNW individuals and business owners. Comparable mid-sized RIA operating model.
- Northstar Financial Wealth Advisors: Midwest-based RIA delivering holistic financial planning, investment management, and retirement/estate planning to HNW clients. Geographic overlap with EWM's Michigan/Midwest footprint.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Executive Wealth Management social profiles
Digital presenceExecutive Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Executive Wealth Management leadership team
Management profileNumber of profiles
Profiles22 records
Executive Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Executive Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Executive Wealth Management
What does Executive Wealth Management do?
Executive Wealth Management is an investment advisory firm that provides personalized wealth management services to high-net-worth individuals and families. The firm offers a comprehensive suite of services including financial planning, retirement planning, investment management, estate planning, tax planning, divorce financial planning, and business planning. Founded in 1981 and based in Michigan, EWM was acquired by EP Wealth Advisors in December 2024, with clients now served by the same advisory team under the EP Wealth brand.
Is Executive Wealth Management a public or private company?
Executive Wealth Management is a private company. It is classified as corporate owned and is currently acquired.
When was Executive Wealth Management founded?
Executive Wealth Management was founded in 1981. It employs 101 to 250 people.
Where is Executive Wealth Management based?
Executive Wealth Management is headquartered in Torrance, United States, in the North America region.
How does Executive Wealth Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Executive Wealth Management's main competitors?
Broad incumbents on record are Mercer Advisors, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Direct peers are CAPTRUST, Buckingham Strategic Wealth, EP Wealth Advisors and Carson Wealth. Regional players are SVA Wealth and Northstar Financial Wealth Advisors.
Does Executive Wealth Management have an API?
No public API is recorded for Executive Wealth Management.
What industry is Executive Wealth Management in?
Executive Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.