BASSAM WEALTH MANAGEMENT, LLC

Overview

Bassam Wealth Management, LLC is an independent, fee-based registered investment adviser that serves individual and family clients with a focus on bespoke portfolio management and financial planning. The firm acts as a capital allocator and provides selection of other advisers when needed, which suggests it combines direct portfolio management with manager-of-managers responsibilities. Its stated advisory scope emphasizes individualized portfolio construction for individuals and small businesses rather than institutional pension consulting. The firm is not an active ESG investor and operates under a percentage-of-AUM fee model. Investment activity shows a clear tilt toward equity-oriented allocations, with a significant portion held outside public exchanges. That positioning points to a strategy that blends direct/private equity exposures or privately negotiated positions with traditional pooled products for core beta. As a small-capitalization adviser by client count but with relatively large account sizes, the firm appears to target high-net-worth families and individuals who need customized solutions and access to third-party alternative managers such as hedge funds.

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Location & Offices