Executive Wealth Management LLC Takes $11.01 Million

1 day ago · Executive Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent 13F filing …

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Executive Wealth Management LLC Takes $11.01 Million

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1 day ago · Executive Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent 13F filing …

marketbeat.com

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EP Wealth Makes Midwestern Splash With $1.6B Executive Wealth ...

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Jan 7, 2025 · Founded in 1985 by Bert Herzog, Executive Wealth Management has built up a strong presence in Michigan with offices in Brighton, Northville, Jackson, and Ludington. …

investmentnews.com

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EP Wealth Acquires Michigan’s Executive Wealth Management

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Jan 8, 2025 · Wealth Partners Capital Group played a key role in facilitating the deal between the two firms. EP Wealth managed around $29.5bn in assets as of 31 December 2024. The …

privatebankerinternational.com

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EP Wealth Hits $31bn After Biggest RIA Buy Yet - Citywire

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Jan 7, 2025 · EP Wealth Advisors has pulled off what it says is the biggest acquisition in its corporate history. The Torrance, Calif.-based RIA said on Tuesday it has purchased Executive …

citywire.com

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Executive Wealth Management LLC Makes New $11.47 Million

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Dec 10, 2024 · Executive Wealth Management LLC acquired a new position in shares of McDonald's Co. (NYSE:MCD - Free Report) in the third quarter, according to its most recent …

marketbeat.com

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Executive Wealth Management LLC Takes $47.32 Million

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1 day ago · Executive Wealth Management LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 3rd quarter, according to its most recent disclosure with …

marketbeat.com

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EP Wealth Buys $1.6 Billion Executive Wealth Management

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EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management.

barrons.com

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Executive Wealth Management LLC Takes $7.20 Million

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Dec 10, 2024 · Executive Wealth Management LLC purchased a new stake in Emerson Electric Co. (NYSE:EMR - Free Report) in the third quarter, according to its most recent Form 13F …

marketbeat.com

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Executive Wealth Management LLC Takes $6.07 Million

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Dec 10, 2024 · Executive Wealth Management LLC acquired a new position in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) in the 3rd quarter, according to its most recent 13F filing …

marketbeat.com

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1101 Tonnelle Ave, North Bergen, NJ 07047 | NJPropertyRecords

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1101 TONNELLE AVE, NORTH BERGEN, NJ 07047 is a 9564 sqft home sold on 05/31/2004 for $1,900,000 and is owned by Tonnelle Mgmt Llc The annual taxes is $18,145.69. The total …

njpropertyrecords.com

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Cliftonlarsonallen Wealth Advisors LLC Takes $3.25 Million

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22 hours ago · UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,694,511 shares of the financial services provider's stock worth $524,846,000 after …

marketbeat.com

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Traveka Wealth LLC Has $1.61 Million Stake In Costco

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1 day ago · Fairway Wealth LLC grew its position in Costco Wholesale by 230.0% in the 2nd quarter. Fairway Wealth LLC now owns 66 shares of the retailer's stock valued at $56,000 …

marketbeat.com

FAQs about Executive Wealth Management LLC Takes $11.01 Million Coupon?

Where is executive wealth management located?

Executive Wealth Management has Michigan offices in Brighton, Northville, Jackson and Ludington, as well as locations in Florida and Colorado. The partnership continues EP Wealth’s nationwide expansion and establishes a larger presence in the Midwest for the firm. ...

Did EP wealth buy executive wealth management?

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management. The deal boosts EP Wealth’s total AUM to more than $31 billion, the company said Tuesday. The firm did not disclose terms of the deal, which was finalized in December. ...

Who is Executive Wealth Management?

Executive Wealth Management Ltd is a business started by James Relph to provide a personal level of service for wealth management without the constraints of a large national firm. The main areas of business include investments, pensions, and tax planning for private clients. ...

Who is EWM & EP wealth?

Founded in 1985 by Bert Herzog, EWM has built a reputation for compassionate service and a disciplined investment management approach. EWM has provided clients with financial, tax, investment and legal offerings under one roof—aligning seamlessly with EP Wealth’s approach and client-centric philosophy. ...

Who is EP wealth?

EP Wealth Advisors, LLC ("EP Wealth") is a fee-only registered investment adviser and financial planning firm with more than 45 offices across 15 states. Managing approximately $29.5 billion in assets as of December 31, 2024, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. ...

How many employees does EP wealth have?

The partnership adds nearly 50 current EWM team members to EP Wealth, bringing the firm’s employee base to more than 500, of which more than 150 are advisors. ...