GLOBAL WEALTH MANAGEMENT, L.C.

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

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 Status	Approved
Firm CRD#	150743
SEC#	801-77847
Assets Managed by Firm	$124,557,166
No. of Clients	34
No. of Advisors	3

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 Clients	AUM
Firm Total	34	$124,557,166
Individuals (other than high net worth individuals)	4	$976,342
High net worth individuals	26	$88,163,119
Corporations or other businesses	4	$35,417,705

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