GLOBAL WEALTH MANAGEMENT

Overview

Global Wealth Management is a small, independent registered investment adviser that serves individuals, families and select institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related services. Its advisory model is primarily non‑discretionary: clients retain trading authority while the firm provides advice, model construction and ongoing monitoring. Investment activity centers on pooled public funds and mutual funds as the dominant building blocks, supplemented by allocations to real estate and REIT strategies through third‑party managers. Fee arrangements are flexible — percentage of AUM plus options for hourly or fixed fees — which suits the boutique, high‑touch client base implied by the firm’s modest asset base and relatively large average client size. Global Wealth Management does not position itself as an ESG investor and is not registered as a multi‑state adviser. The firm’s structure and custodial footprint suggest a concentrated, relationship-driven practice rather than a scale or institutional trading operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices