GLOBAL TRUST WEALTH MANAGEMENT LLC
SEC RegisteredHelping Grow Your Future
About the firm
Global Trust Wealth is an Independent Registered Investment Advisor offering wealth management, retirement planning, and estate and tax guidance to a wide range of clients and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Trust & Estate Planning, Family Office Services, Wealth Management, and Retirement Planning.
Who they serve
A wide range of clients and their families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $10M |
| High Net Worth Individuals | 43 | $203M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GLOBAL TRUST WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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