Global Wealth Management, L.C.
Firm details
- Headquarters
- Deerfield Beach, Florida
- CRD number
- 150743
- Registered since
- May 20, 2013
- Website
- www.gwm-ch.com
- Custodians
- VONTOBEL SECURITIES LTD., INTERACTIVE BROKERS LLC, ODDO-BHF
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.99%
- Corporations / Businesses16.47%
- Individuals2.53%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Global Wealth Management, L.C. is a privately organized limited liability company that provides portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm charges a percentage-of-assets fee and operates under an advisory model focused on discretionary portfolio management; most assets are managed on a discretionary basis. It does not position itself as an ESG investor and is not flagged as a multi-state adviser in the provided data.
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 Equities36%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents19%
- Other10%
- Sovereign Bonds8%
Owners & executives
3 of 3
Silvan Notzli
CEOCRD 7827676
Olaf Herr
CEO, Chief Compliance OfficerCRD 7818262
Anita Zuellig
Chief Compliance OfficerCRD 8067297
Contacts
1 of 1
Thomas Heierli
Managing PartnerCRD 2694377
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Deerfield Beach, FL
Broward
Location
Deerfield Beach, FL
Headquartered in Deerfield Beach, 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
- 625 Se 10th St
- Time zone
- ET (UTC-5)
- Office locations
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