Executive Wealth Management, LLC
SEC Filing List

CIK: 0001542611
Form Description Owner/Filer Filing Agent Date Actions
13F-HRInitial Quarterly Form 13F Holdings Repo...Melia Wealth LLC /fa02/13/2025
13F-HR/AAmendment to Initial Quarterly Form 13F ...Executive Wealth Management, LLC /fa11/15/2024
13F-HRInitial Quarterly Form 13F Holdings Repo...Executive Wealth Management, LLC /fa11/01/2024
N-PXAnnual Report of Proxy Voting Record of ...Private Portfolio Partners LLC /fa10/15/2024
13F-HRInitial Quarterly Form 13F Holdings Repo...Scarborough Advisors, LLC /fa08/08/2024
13F-HR/AAmendment to Initial Quarterly Form 13F ...Scarborough Advisors, LLC /fa08/08/2024
13F-HRInitial Quarterly Form 13F Holdings Repo...05/13/2024
13F-HRInitial Quarterly Form 13F Holdings Repo...01/26/2024
13F-HRInitial Quarterly Form 13F Holdings Repo...11/07/2023
13F-HRInitial Quarterly Form 13F Holdings Repo...08/02/2023
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