Global Wealth Partners, LLC

Overview

Global Wealth Partners, LLC is a small independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals, small businesses and other business or institutional clients. The firm charges both asset-based fees and performance-linked fees. It does not market itself as a multi-state adviser, does not identify as an active ESG investor, and is not structured as a capital allocator. The firm also lists a role as a real estate broker among its industry affiliations, which suggests real estate competency woven into its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices