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GLOBAL WEALTH MANAGEMENT
CRD 167025
3334 E. COAST HWY, #101, CORONA DEL MAR, CA, 92625, United States
Phone
949-892-7700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.1M |
| Pension/profit sharing plans | 3 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD