Executive Wealth Partners

Overview

Executive Wealth Partners is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with a capability to select third‑party advisers, and it also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is registered with state regulators in Iowa and Nebraska. The firm identifies itself as a capital allocator rather than a pure wrap-only manager and does not pursue ESG investing as a stated priority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices