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GLOBAL WEALTH MANAGEMENT, INC.

CRD 115806 · SEC 801-60614

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$48.5M

Discretionary AUM

$48.5M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

Yes

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals103$15.3M
High net worth individuals18$33.2M

All web addresses on file

Official SEC filing: View on IAPD