GLOBAL WEALTH MANAGEMENT, L.C.
SEC Form ADV profile.
Total regulatory AUM
$184,189,318
Discretionary
$174,920,787
Non-discretionary
$9,268,531
Firm details
- CRD number
- 150743
- SEC file number
- 801-77847
- Main office
- DEERFIELD BEACH, FL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.GWM-CH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.