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GLOBAL TRUST WEALTH MANAGEMENT LLC
CRD 333458 · SEC 801-131384
515 N. FLAGLER DRIVE, STE 1700, WEST PALM BEACH, FL, 33401, United States
Phone
561-207-9696
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.7M
Discretionary AUM
$204.9M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $10.4M |
| High net worth individuals | 43 | $202.6M |
| Charitable organizations | 1 | $676K |
| Corporations/business entities | 2 | $3K |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD