GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 286005
- Registered since
- April 10, 2017
- Website
- askglobalwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.45%
- HNWI42.15%
- Pension & Profit Sharing Plans1.9%
- Corporations / Businesses0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Global Wealth Management Investment Advisory, Inc. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 2017. The firm operates as a capital allocator for both individual/family and institutional clients and is owned by an individual principal. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Service lines emphasize comprehensive advice and portfolio oversight: financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, and educational seminars or workshops. The firm does not identify as an active ESG investor and lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Ivan Minkov
Chief Executive OfficerCRD 7807451
John Thomas
Chief Investment OfficerCRD 4679845
Contacts
3 of 15Tyler Morales
Wealth AdvisorCRD 7557920
CHRISTOPHER CONNESS
Co-Founder, Managing Director, Wealth AdvisorCRD 4778193
Christian Avila
Wealth ManagerCRD 7541819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$272M in ETFs
77%
$208M
14%
$63.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $23.1M | 279,071 | 8.49% |
Location
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 1301 E Broward Blvd
- Time zone
- ET (UTC-5)
- Office locations
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