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GLOBAL WEALTH MANAGEMENT, L.C.
CRD 150743 · SEC 801-77847
625 SE 10TH STREET, BUILDING 3, DEERFIELD BEACH, FL, 33441, United States
Phone
+1 (341) 201-5599
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.2M
Discretionary AUM
$174.9M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.7M |
| High net worth individuals | 21 | $149.2M |
| Corporations/business entities | 6 | $30.3M |
States served
CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD