GLOBAL WEALTH MANAGEMENT, LLC

Company Profile

As of Date 02/27/2026
ADV Location United States, NJ
Websites
AUM* 246,461,289 6%
of that, discretionary 220,018,237 4%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 1,196,414 22%
High Net Worth 37.80% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

559M 479M 399M 320M 240M 160M 80M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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