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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
135 W North St., Brighton, MI 48116 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Wealth Management, Llc | Brighton | MI | 01/2006 | 05/2023 |
| Invest Financial Corp. | Tampa | FL | 04/2009 | 06/2017 |
| 401(K) Gps, Llc | Brighton | MI | 12/2012 | 11/2017 |
| Private Client Services Llc | Louisville | KY | 06/2017 | 12/2022 |
| Ewm Tax Solutions, Llc | Brighton | MI | 02/2021 | Present |
| Executive Wealth Management, Llc | Brighton | MI | 05/2023 | 12/2024 |
| Ewm Capital, Llc | Brighton | MI | 02/2017 | Present |
| Ep Wealth Advisors, Llc. | Torrance | CA | 12/2024 | Present |
1) EWM CAPITAL LLC, 135 W. NORTH STREET, BRIGHTON, MI 48116. OWNER - PARENT COMPANY FOR EXECUTIVE WEALTH MANAGEMENT, LLC, EWM INVESTMENT SOLUTIONS AND EXECUTIVE FINANCIAL PLANNING, INC. INVESTMENT RELATED. START 02/2017. 12 HOURS/MO DURING TRADING HOURS. 2) EXECUTIVE FINANCIAL PLANNING, INC., 135 W. NORTH ST, STE 1, BRIGHTON, MI, OWNER - CONDUCT DAILY OPERATIONS, INSURANCE AND SECURITIES, INVESTMENT RELATED, START 01/01/1985, 12 HRS/MO, 12 HRS DURING TRADING; 3) EXECUTIVE WEALTH MANAGEMENT, 135 W. NORTH ST, STE 1, BRIGHTON, MI 48116, INVESTMENT ADVISORY SERVICES, PRIVATE WEALTH ADVISOR, RIA FOR ADVISORY SERVICES, INVESTMENT RELATED, START 7/2006, 120 HRS/MO, 100 DURING TRADING; 4) EWM TAX SOLUTIONS, LLC; NOT INVESTMENT RELATED, 135 W. NORTH STREET, BRIGHTON, MI 48116. MINORITY OWNER, TAX PREPARATION. 0 HOURS/MO DURING TRADING HOURS. 02/2021, ATTEND QUARTERLY BOARD DISCUSSIONS 5) HERZOG VENTURES, LLC, INVESTMENT RELATED, INVESTMENT COMPANY CREATED SOLELY FOR PURPOSE OF INVESTING IN NON-PUBLIC BUSINESS ENTITY, MEMBER, 0 HRS/MONTHLY. 6) NORTHSTREET PARTNERS, LLC, INVESTMENT RELATED, 135 W NORTH STREET, BRIGHTON MI 48116, COMMERCIAL REAL ESTATE, MINORITY OWNER, 0 HRS/MONTHLY 7) HERZOG AND ASSOCIATES, INVESTMENT RELATED, INDEPENDENT FINANCIAL CONSULTING BUSINESS, PRIMARY OWNER, START DATE 01/01/2000, 8HRS/MONTHLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-04-05 |
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