A complete list of active advisors currently associated with Bassam Wealth Management, LLC

Warmer can help you find a great advisor at Bassam Wealth Management, LLC or one who fits your needs even better.

Bassam Wealth Management provides wealth management and financial planning to high net worth individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolio construction and ongoing investment management, and may recommend or oversee unaffiliated independent managers as part of its services. The firm’s investment approach is generally long-term and fundamental-analysis driven, using diversified allocations of mutual funds, ETFs, individual securities and alternatives and conducting periodic portfolio reviews and rebalancing. BWM delivers both discretionary management and advisory/implementation arrangements, and it accepts substantial non-discretionary mandates where clients retain final trading authority. BWM manages a reported $241 million of client assets while operating with a single advisory principal, an atypically high assets‑per‑advisor profile for firms in this category, and a near‑equal split between discretionary and non‑discretionary assets. The firm also maintains an institutional relationship with a large custodian that supplies platform access, research and launch support, and its advisory principal holds a Certified Plan Fiduciary Advisor credential and maintains insurance licensure (insurance sales are implemented separately and may be commission‑based).

To learn more about the advisors currently working at Bassam Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ehsan Bassam	Palm Beach, FL	17

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