Global Wealth Management, L.c.
SEC RegisteredPersonalized Investment Counseling for USA & Swiss Persons
About the firm
Global Wealth Management, L.C. (GWM) was founded in 1995 in Miami/Florida by Swiss partners Thomas U. Heierli and Ernst Eisenhut, and is registered as an investment adviser with the SEC in the USA. GWM owns the Swiss company Wealth Management Group AG (WMG), which is a registered investment adviser with FINMA. The company was sold to a Zurich-based holding company by end of 2023, bringing Olaf Herr and Silvan Noetzli as Managing Partners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom tailored financial services including Discretionary Mandates, Financial Advice, and Investment Advisory Mandates
Who they serve
Sophisticated investors on a global and international scale, including USA and Swiss persons
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $4.7M |
| High Net Worth Individuals | 21 | $149M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 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 Wealth Management, L.c. 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.
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