GLOBAL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- LANSDALE, Pennsylvania
- CRD number
- 330349
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Global Wealth Management, LLC operates as a limited liability company, focusing on various financial services including financial planning and portfolio management for individuals and small businesses. The firm also engages in the selection of other advisers, indicating a commitment to providing tailored investment strategies for its clients. While it does not actively pursue ESG investments, it serves as a capital allocator, demonstrating its role in managing and directing client assets towards various investment opportunities.
Assets & Accounts
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
Contacts
1 of 1RAYMOND ZONG
OwnerCRD 2989049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LANSDALE, PA
MONTGOMERY
Location
LANSDALE, PA
Headquartered in LANSDALE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1690 Sumneytown Pike
- Time zone
- ET (UTC-5)
- Office locations
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