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GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677 · SEC 801-71368
4420 ROUTE 27, SUITE B, KINGSTON, NJ, 08528, United States
Phone
609-452-2929
Fax
609-452-0048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$245.7M
Discretionary AUM
$219.2M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $20.2M |
| High net worth individuals | 31 | $160.2M |
| Pension/profit sharing plans | 5 | $27.3M |
| Charitable organizations | 4 | $16.5M |
| Other investment advisers | 3 | $7.6M |
| Insurance companies | 2 | $13.8M |
| Corporations/business entities | 1 | $153K |
States served
GA, NJ, NY, PA, VA, TX
All web addresses on file
Official SEC filing: View on IAPD