Global Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321775
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.37%
- Individuals33.63%
- Charitable Organizations3.36%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Global Wealth, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm bills on a percentage-of-assets-under-management basis and focuses on financial planning and portfolio management for individuals and small businesses. Its owner structure is individual ownership. Regulatory details in the snapshot are limited (SEC registration year not shown), and the firm identifies itself as not actively pursuing ESG investing or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities31%
- Other1%
Contacts
3 of 3
James Palumbo
President and FounderCRD 2623916
Cheri Palumbo
MemberCRD 4543577
Jordan Palumbo
MemberCRD 7600924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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