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GLOBAL WEALTH PARTNERS, LLC
CRD 150481
23623 N SCOTTSDALE ROAD, SUITE D3-251, SCOTTSDALE, AZ, 85255, United States
Phone
602-421-9320
Fax
480-522-3000
Registration
— (—)
Source
State registered
Total AUM
$150K
Discretionary AUM
$150K
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2024-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $150K |
All web addresses on file
Official SEC filing: View on IAPD