Bassam Wealth Management

What Bassam Wealth Management does

Bassam Wealth Management, LLC is a registered investment advisor domiciled in Palm Beach, Florida, operating as a private LLC founded by CEO Ehsan Bassam, a Harvard Business School alumnus with 16+ years of private wealth management experience. The firm operates nationally while maintaining applicable U.S. state registrations and runs with a small team of approximately five employees. Its revenue model is fee-based, recurring advisory income generated through ongoing portfolio management and wealth planning services under a fiduciary standard, rather than transaction commissions.

The firm's product offering centers on a three-step process — Goals-Based Planning, Private Wealth Analysis, and Implementation — covering wealth management, peak-career services, estate strategy, retirement planning, cash flow analysis, family office services, and specialized HNW/UHNW advisory. The core differentiator on the technology side is an AI-augmented goals-based planning capability that supports portfolio construction and financial milestone tracking; AI is also applied to document processing, meeting summaries, and surfacing personalized insights, though advisors retain final decision-making authority. Supporting tools include a 200+ term financial glossary, a tax resource center, and a suite of online financial calculators. The website is powered by FMG Suite, indicating reliance on a third-party platform for digital infrastructure.

Distribution is sales-led and consultative: prospective clients enter via the website (educational content, SEO landing pages, appointment scheduling), virtual consultations, and a referral network anchored by founder relationships with Harvard Business Clubs across multiple U.S. cities. Customer segments are concentrated on entrepreneurs and executives, peak-career professionals, family offices, and HNW/UHNW individuals, with general individual investors as a secondary audience. The firm has earned six Forbes/SHOOK recognitions between 2018 and 2024, anchored by founder Ehsan Bassam.

Name

Bassam Wealth Management

Legal name

Bassam Wealth Management, LLC

Website

https://bassamwealthmanagement.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Bassam Wealth Management is a Palm Beach-based registered investment advisor using AI-augmented goals-based planning to deliver personalized wealth management, estate, retirement, and family office services to HNW/UHNW individuals, entrepreneurs, executives, and multi-generational families across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Estate planning

Headquarters

HQ city

Palm Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: As a registered investment advisor, Bassam Wealth Management provides ongoing investment advisory and wealth management services. The firm operates under a fiduciary standard and provides individualized financial guidance. Revenue is generated through advisory fees for ongoing portfolio management and financial planning services rather than transaction-based commissions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Bassam Wealth Management is a registered investment advisory firm that delivers personalized wealth management, estate strategy, retirement planning, and family office services to individuals, entrepreneurs, executives, and high-net-worth families. The firm operates through a three-step process (Goals-Based Planning, Private Wealth Analysis, and Implementation) that combines AI-powered tools with human advisor oversight to construct portfolios aligned with each client's goals, risk tolerance, and time horizon. Revenue is generated through recurring advisory fees on assets under management under a fiduciary standard.

Product overview

Bassam Wealth Management is a registered investment advisory firm offering a unified wealth management platform centered on goals-based planning with AI integration. The core offering combines Wealth Management, Peak-Career Services, Estate Strategy, and Goals-Based Planning (leveraging artificial intelligence) as the primary service pillars. Supporting these are specialized services for HNW/UHNW clients, Cash Flow Analysis, Family Office Services, and Retirement Planning. The firm also provides digital tools including Financial Calculators, a Financial Glossary with over 200 terms, and a Tax Resources center. All services are delivered through a three-step process: Goals-Based Planning, Private Wealth Analysis, and Implementation.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Portfolio construction and risk management services that shape investment portfolio strategies tailored to individual goals, time horizons, and risk tolerance. Delivered as an ongoing advisory engagement for individuals and families.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature2 records

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Moneta Group: Fee-only RIA serving HNW/UHNW households with comprehensive financial planning, investment management, and family office services — direct competitor in fiduciary, goals-based wealth management.
• Halbert Hargrove: Boutique fee-only RIA providing comprehensive wealth management, estate, and family office services to HNW/UHNW individuals and families — closely comparable size, fiduciary model, and service mix.
• Wealth Enhancement Group: Independent wealth management firm delivering financial planning, investment management, and tax strategies to HNW clients and business owners — similar entrepreneur/executive focus.
• Carson Group: Wealth management firm and RIA platform delivering financial planning, investment management, and coaching to HNW households and advisors — comparable offering to entrepreneurs and peak-career professionals.
• Hightower Advisors: RIA platform serving HNW individuals, families, and business owners with goals-based planning and family office services via advisor teams — overlapping service set and client base.
• Buckingham Strategic Wealth: Fee-only RIA providing goals-based financial planning, investment management, and tax-aware strategies to HNW individuals and families nationwide.
• Creative Planning: Large independent RIA providing goals-based financial planning, investment management, and family office services to HNW/UHNW households — directly comparable in service mix and target client profile, though far larger in scale.
• Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory, estate planning, and family office solutions to HNW/UHNW clients and entrepreneurs, with a similar consultative, fee-based model.

Broad incumbents

• Fisher Investments: Large investment management firm serving HNW individuals with portfolio management and personalized planning — comparable target market but a much broader incumbent offering.
• Edelman Financial Engines: Large national wealth manager combining personal financial planning, investment management, and digital tools for HNW households — broader portfolio but overlapping goals-based advisory model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bassam-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bassam Wealth Management