# Bassam Wealth Management, LLC

> Bassam Wealth Management, LLC is an SEC-registered investment advisory firm in Palm Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 330695
- Filed as: BASSAM WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330695
- AdvisorCensus page: https://advisorcensus.com/firm/bassam-wealth-management-llc-palm-beach-fl-330695

## Quick answers

**How is Bassam Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bassam Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Bassam Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Up to $1,000,000: 2% a year; $1,000,001 to $5,000,000: 1.5% a year; $5,000,001 to $10,000,000: 1.25% a year; $10,000,001 to $25,000,000: 1% a year; Above $25,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bassam Wealth Management, LLC located?**
Bassam Wealth Management, LLC's principal office is in Palm Beach, FL, according to its Form ADV.

**Is Bassam Wealth Management, LLC registered with the SEC or a state?**
Bassam Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330695.

**How much does Bassam Wealth Management, LLC manage?**
Bassam Wealth Management, LLC reports $240,970,936 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (49% discretionary).

**How have Bassam Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Bassam Wealth Management, LLC: Regulatory assets under management: $192,203,129 in the October 2024 data and $240,970,936 in the October 2026 data, up 25%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bassam Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24).

**Which custodians does Bassam Wealth Management, LLC use?**
Bassam Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Blackstone Securities Partners L.P., Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets.

**Does Bassam Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330695

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Up to $1,000,000: 2% a year
- $1,000,001 to $5,000,000: 1.5% a year
- $5,000,001 to $10,000,000: 1.25% a year
- $10,000,001 to $25,000,000: 1% a year
- Above $25,000,000: see the brochure

> Wealth management fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) Up to $1,000,000 2.00% $1,000,001 to $5,000,000 1.50% $5,000,001 to $10,000,000 1.25% $10,000,001 to $25,000,000 1.00% $25,000,001 and above Negotiated

- Minimum annual fee: $10,000

> *Minimum annual fee of $10,000

> BWM generally requires a minimum annual fee of $10,000 to effectively implement its wealth management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Blackstone Securities Partners L.P.
- Fidelity Brokerage Services LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $240,970,936
- Discretionary: $118,230,430
- Non-discretionary: $122,740,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $209,062,534 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $31,908,402 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bassamwealthmanagement.com](https://bassamwealthmanagement.com)
- Facebook @bassamwealthmanagement
- Instagram @bassamwealthmanagement
- LinkedIn @bassam-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $192,203,129 | 2 | September 19, 2024 |
| October 2025 | $221,848,004 | 3 | March 20, 2025 |
| October 2026 | $240,970,936 | 3 | March 4, 2026 |

Regulatory assets under management: $192,203,129 in the October 2024 data and $240,970,936 in the October 2026 data, up 25%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bassam Wealth Management, LLC (CRD 330695): Form ADV filing data as of October 2026.