# Bassam Wealth Management

Bassam Wealth Management is a RIA based in Palm Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Palm Beach, United States
- **Region:** North America
- **Address:** Palm Beach, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** bassamwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/bassam-wealth-management

## Regulatory record

- **CRD number:** 330695
- **SEC file number:** 801-130321
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330695

## About

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.

## 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.

## Related profiles

- [Basmah Commercial Investment Co.](https://altss.com/profile/basmah-commercial-investment-co)
- [Bass And Bell](https://altss.com/profile/bass-and-bell)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bassam-wealth-management

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