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Bassam Wealth Management
Bassam Wealth Management was established in 2024. It operates as a US-registered investment adviser providing standard advisory services. The firm focuses on...
Overview
Bassam Wealth Management was established in 2024. It operates as a US-registered investment adviser providing standard advisory services. The firm focuses on financial planning, investment management, and portfolio oversight. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the past 24 months are recorded. The structure follows a conventional RIA model serving private clients directly.
General information
Firm type
Wealth Manager
Year founded
2024
Location
Region
North America
Country
United States
City
Palm Beach
Corporate office
Palm Beach, United States
Frequently asked questions
What services does Bassam Wealth Management provide?
The firm offers financial planning, investment management, and portfolio management to individuals, high-net-worth individuals, and businesses.
When was Bassam Wealth Management founded?
The firm was established in 2024.
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