GLOBAL WEALTH PARTNERS, LLC

Overview

Global Wealth Partners, LLC is a very small, fee-based advisory practice focused on individual and family clients. The firm manages discretionary portfolios and emphasizes equity exposure as its primary allocation preference, using exchange-traded equities as the dominant vehicle. Its advisory model supports both percentage-of-AUM and performance-based fee arrangements, and it lists portfolio management services for individuals/small businesses as well as for businesses or institutions. The advisory activity is paired with an industry affiliation as a real estate broker, which informs its use of real estate as an alternative allocation. Given the firm’s scale and client count, the investment approach appears tailored and concentrated rather than institutional-scale multi-strategy. The mix emphasizes liquid, publicly traded equities for core exposure, supplemented by mutual funds for additional diversification and by third-party real estate allocations for non-correlated return potential.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices