Global Wealth Management, Inc.

RIAState Registered
Total AUM
$48.5M
Discretionary
$48.5M
100% of AUM
Avg account
$132K
Accounts
368
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
115806
Website
gwmllc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI68.44%
  • Individuals31.56%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Wealth Management, Inc. is an independent, Arkansas-registered advisory corporation owned by an individual and focused on serving individuals and families. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not describe itself as an ESG investor, is not a multi-state adviser, and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 9%, Cash & Cash Equivalents 5%, US Government Bonds 2%, Other 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%
  • Other1%

Contacts

2 of 2
  • Charles Boling

    Charles Boling

    Acting PresidentCRD 5455799

  • Charles Boling

    ChairmanCRD 1565470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth