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GLOBAL WEALTH MANAGEMENT, L.C.

625 Se 10th Street
Building 3
Deerfield Beach, Florida 33441
Tel: -3631

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About GLOBAL WEALTH MANAGEMENT, L.C.

GLOBAL WEALTH MANAGEMENT, LC, formally registered with the SEC as GLOBAL WEALTH MANAGEMENT, LC. The firm was established in 05/20/2013. They have over 2 offices throughout the country.

GLOBAL WEALTH MANAGEMENT, L.C. is a Deerfield Beach, Florida based Financial Planning firm with nearly $124,557,166 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#150743
SEC#801-77847
Assets Managed by Firm$124,557,166
No. of Clients34
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Other (PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS)

Firm Client Information

No. of ClientsAUM
Firm Total34$124,557,166
Individuals (other than high net worth individuals)4$976,342
High net worth individuals26$88,163,119
Corporations or other businesses4$35,417,705

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