GLOBAL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$245,661,289
Discretionary
$219,218,237
Non-discretionary
$26,443,052
Firm details
- CRD number
- 153677
- SEC file number
- 801-71368
- Main office
- KINGSTON, NJ, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.GLOBALWEALTHLLC.COM
- Fee structure
-
Percentage of AUM
As of October 2026.