# Executive Wealth Management

> Executive Wealth Management (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/executive-wealth-management/id1490614116 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 17 MB
- Languages: English
- Released: 2019-12-18
- Data updated: 2026-06-09
- User reviews in markdown: https://appshunter.io/ios/app/executive-wealth-management/id1490614116/reviews.md

## What is Executive Wealth Management?

Executive Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Executive Wealth Management's wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Executive Wealth Management and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 3 releases)

### 3.4.0 — 2024-08-21

Reliability improvements

### 3.3.1 — 2020-09-28

Implemented Multi Factor Authentication (MFA)

### 2.0.9 — 2019-12-17

No release notes.

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## More apps by GeoWealth Management, LLC

- [ABC Wealth](https://appshunter.io/ios/app/abc-wealth/id1248990253)
- [Wise Wealth](https://appshunter.io/ios/app/wise-wealth/id1272917693)
- [ProCore Advisors](https://appshunter.io/ios/app/procore-advisors/id1292403653)
- [Capital Formation Strategies](https://appshunter.io/ios/app/capital-formation-strategies/id1343495239)
- [Procapita Partners](https://appshunter.io/ios/app/procapita-partners/id1462191385)
- [Procapita Partners Prospect](https://appshunter.io/ios/app/procapita-partners-prospect/id1477625482)

All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-09.*