# Executive Wealth Group

Executive Wealth Group is a Multi Family Office based in Kirkland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Kirkland, United States
- **Region:** North America
- **Address:** Kirkland, WA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** executivewealthgroup.com

## Regulatory record

- **Reports private funds:** No

## About

Executive Wealth Group offers customized financial planning and investment management services. The firm provides investment advisory services, adhering to SEC registration and notice filing requirements. It manages securities transactions and offers personalized investment advice.

## Questions

### Who does Executive Wealth Group primarily serve?

The firm concentrates on technology founders, senior corporate executives, and early-stage investors in the Pacific Northwest, particularly those with concentrated equity positions in publicly traded companies headquartered in the Seattle-Kirkland-Bellevue corridor. Its client base is characterized by single-stock risk from employer equity, a problem it addresses through structured monetization and diversification strategies.

### Does Executive Wealth Group operate as a registered investment advisor?

Executive Wealth Group operates as a registered investment advisor under the Investment Advisers Act of 1940, filing Form ADV with the SEC. Its regulatory disclosures confirm a primarily fee-based advisory model serving high-net-worth individuals, with no reported disciplinary events. The firm's advisory business is conducted through individually managed accounts rather than pooled investment vehicles.

### How does the firm handle concentrated stock positions?

The group structures tax-aware diversification plans for clients holding large single-stock positions, often from employer equity compensation. Strategies include Rule 10b5-1 trading plans, exchange funds, charitable remainder trusts, and qualified opportunity zone investments designed to defer and reduce capital gains recognition.

### Is Executive Wealth Group a single-family office or does it serve multiple families?

The firm operates as a multi-family office with a narrow, concentrated client base rather than a single-family structure. It does not serve or represent one founding family's wealth, but functions as an outsourced family-office solution for multiple high-net-worth individuals and families, primarily within the Pacific Northwest technology ecosystem.

## Related profiles

- [Excomp Asset Management](https://altss.com/profile/excomp-asset-management)
- [Executive Wealth Management](https://altss.com/profile/executive-wealth-management)

---

Last updated: 2026-07-06T01:24:16.258Z

Canonical page: https://altss.com/profile/executive-wealth-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology