SourcingSourcing

BASSAM WEALTH MANAGEMENT, LLC

B59
CRD 330695·SEC 801-130321·PALM BEACH, FL
AUM
$241.0M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$723K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BASSAM WEALTH MANAGEMENT, LLC
CRD
330695
SEC file #
801-130321
EIN
—
DBA names
—

Economics

AUM
$241.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$221.8M → $241.0M▲ +9%
Client mix
Individuals High Net Worth24

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
bassamwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Bassam, Ehsan, S
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Bassam, Ehsan, S
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BASSAMWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2023-09-16T13:58:07Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
18,467
Form 5500 Compensation Trajectory 3y
202518,467
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
18,467
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-09-16T13:58:07Z
Rdap Domain Last Changed
2023-09-16T13:58:08Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5406672
Trust Company Affiliate
No

People (1)

1
Bassam, Ehsan, S
IAR · Direct Owner · 87.5%
5406672