Overview
Assets Under Management: $175 million
Headquarters: DEERFIELD BEACH, FL
High-Net-Worth Clients: 22
Average Client Assets: $6 million
Frequently Asked Questions
GLOBAL WEALTH MANAGEMENT, L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150743), GLOBAL WEALTH MANAGEMENT, L.C. is subject to fiduciary duty under federal law.
GLOBAL WEALTH MANAGEMENT, L.C. is headquartered in DEERFIELD BEACH, FL.
GLOBAL WEALTH MANAGEMENT, L.C. serves 22 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL WEALTH MANAGEMENT, L.C. offers portfolio management for individuals. View all service details ↓
GLOBAL WEALTH MANAGEMENT, L.C. manages $175 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, GLOBAL WEALTH MANAGEMENT, L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.74
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 37
Discretionary Accounts: 33
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 150743
Filing ID: 2029062
Last Filing Date: 2025-11-20 18:22:04
Website: 1