Bassam Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$209,062,534
Clients
24
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
LowAverage account size
$8,710,939
About
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).
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Fee options
$0 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001 - $10,000,000: 1.25% annually $10,000,001 - $25,000,000: 1.00% annually $25,000,001+: Negotiated
Account minimum: $10,000 annual fee minimum Minimum fee: Minimum annual fee of $10,000 Fee-only: Advisory fee based on asset tiers plus minimum annual fee; no commissions on securities transactions
Main office location
Bassam Wealth Management, LLC
2875 South Ocean Blvd, Suite 200 28
Palm Beach FL 33480, United States
Number of offices
1
Most active in
Bassam Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
LinkedIn
Facebook
Instagram
Website
(561) 494-6391
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