Global Wealth Management Investment Advisory, Inc.

RIASEC Registered

Total AUM

$723M

Discretionary

$723M

100% of AUM

Avg account

$196K

Accounts

3,687

Employees

Advisory reps

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

FINTRX

Overview

Global Wealth Management Investment Advisory, Inc. is an independent, individually owned registered investment adviser that has been SEC registered since 2017. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm exhibits a clear equity preference, with exchange-traded equities listed as the most-used asset type. That focus is reflected in its public holdings profile and custodial footprint, which together point to a discretionary, equity-centric investment approach supplemented by selected third-party managers and fee-based planning services.