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Bassam Wealth Management, LLC

CRD 330695  ·  Palm Beach, FL  ·  $241.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
330695
SEC number
801-130321
Firm type
RIA
Assets under management
$241.0M as of Mar 4, 2026
Website
bassamwealthmanagement.com ↗
Phone
(561) 494-6391
Address
2875 South Ocean Blvd, Palm Beach, FL, 33480

Advisors at this firm

1 in our index · page 1 of 1

  • Ehsan S BassamCRD 5406672 · Palm Beach, FL
    IA RegisteredRegistration inactive
1–1 of 1

Source & corrections

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SEC IAPD record for firm CRD 330695 ↗ FINRA BrokerCheck record for firm CRD 330695 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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