Fee-only adviser · Palm Beach, FL
Bassam Wealth Management, LLC
Bassam Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palm Beach, Florida. On its latest Form ADV, filed March 4, 2026, it reports $241M in regulatory assets under management, 24 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 330695 · SEC file 801-130321 |
| Office | 2875 South Ocean Blvd Suite 200-28 Palm Beach, FL 33480 |
| Phone | (561) 494-6391 |
| Website | bassamwealthmanagement.com |
| Regulatory assets under management | $241M ($118M discretionary) |
| Individual clients | 0 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Beach
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- Asset Planning Corporation $104M
- Dock Street Asset Management Inc $1.1B
- Harvey Capital Management Inc $579M
- Dudley & Shanley, Inc. $747M
- Cypress Capital Group $63M
See all 9 fee-only advisers in Palm Beach →
Nearby
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- Lake Worth Beach 1 firm
- Riviera Beach 1 firm
- Lantana 1 firm
- Royal Palm Beach 1 firm
- Boynton Beach 2 firms
- Juno Beach 2 firms
- North Palm Beach 4 firms
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