GLOBAL WEALTH MANAGEMENT, LLC
SEC RegisteredWealth Strategies for Financial Freedom and Peace of Mind
About the firm
Global Wealth Management, LLC is an investment advisory firm whose mission is to help clients protect assets and build long-term wealth leading to a financially secure future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management Services
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 30 | $20M |
| High Net Worth Individuals | 31 | $160M |
| Charitable Organizations | 5 | $27M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 3 | — |
| Sovereign Wealth Funds | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2 million | 1.00% |
| Next $3 million | 0.75% |
| Next $5 million | 0.50% |
| All relationships over $10 million (flat) | 0.50% |
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 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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