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BASSAM WEALTH MANAGEMENT, LLC
CRD 330695 · SEC 801-130321
2875 SOUTH OCEAN BLVD, SUITE 200-28, PALM BEACH, FL, 33480, United States
Phone
(561) 494-6391
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.0M
Discretionary AUM
$118.2M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $209.1M |
States served
VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD