GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

1301 East Broward Blvd
Suite 200
Fort Lauderdale, Florida 33301
Tel: 866-405-1031

About GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC, formally registered with the SEC as GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. The firm was established in 04/10/2017. They have over 3 offices throughout the country.

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. is a Fort Lauderdale, Florida based Financial Planning firm with nearly $422,042,783 assets under management, offering retirement planning & investment advisory services to 3051 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286005
SEC#	801-110227
Assets Managed by Firm	$422,042,783
No. of Clients	3051
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3051	$422,042,783
Individuals (other than high net worth individuals)	1108	$260,177,048
High net worth individuals	102	$161,865,735

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