← Back to searchVisit website
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD 286005 · SEC 801-110227
1301 EAST BROWARD BLVD, SUITE 200, FORT LAUDERDALE, FL, 33301, United States
Phone
954-533-7144
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$722.8M
Discretionary AUM
$722.8M
Team
42 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1472 | $400.8M |
| High net worth individuals | 154 | $304.7M |
| Pension/profit sharing plans | 39 | $13.7M |
| Corporations/business entities | 2 | $3.6M |
States served
AZ, CA, CO, GA, LA, MD, MA, MI, NE, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD