Global Wealth, LLC
RIAState Registered
Total AUM
$17.9M
Discretionary
$17.9M
100% of AUM
Avg account
$185K
Accounts
97
Employees
1
Advisory reps
3
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 a Colorado-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an ESG investor and is not listed as a multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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