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 registered investment adviser established in 2017 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions, and it also provides manager selection and educational seminars. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. The firm identifies as a capital allocator that places client capital with third-party managers; it does not present itself as an active ESG investor and reports an affiliation with an insurance company.
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Ivan Minkov
Chief Executive OfficerCRD 7807451
John Thomas
Chief Investment OfficerCRD 4679845
Contacts
3 of 15
Tyler 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 75Active vs passive
$300M in ETFs
77%
$231M
14%
$69.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $25.2M | 304,388 | 8.39% |
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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