BASSAM WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$240,970,936
Discretionary
$118,230,430
Non-discretionary
$122,740,506
Firm details
- CRD number
- 330695
- SEC file number
- 801-130321
- Main office
- PALM BEACH, FL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.