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Home > Retirement Planners > new jersey > kingston > GLOBAL WEALTH MANAGEMENT, LLC
GLOBAL WEALTH MANAGEMENT, LLC
4420 Route 27
Suite B
Kingston, New Jersey 08528
Tel: 609-452-2929
About GLOBAL WEALTH MANAGEMENT, LLC
GLOBAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as GLOBAL WEALTH MANAGEMENT, LLC. The firm was established in 04/23/2010. They have over 1 offices throughout the country.
GLOBAL WEALTH MANAGEMENT, LLC is a Kingston, New Jersey based Financial Planning firm with nearly $231,149,255 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153677 |
| SEC# | 801-71368 |
| Assets Managed by Firm | $231,149,255 |
| No. of Clients | 215 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 215 | $231,149,255 |
| Individuals (other than high net worth individuals) | 35 | $17,451,121 |
| High net worth individuals | 34 | $156,692,436 |
| Pension and profit sharing plans | 5 | $22,475,745 |
| Charitable organizations | 3 | $14,464,427 |
| Other investment advisers | 3 | $6,486,620 |
| Corporations or other businesses | 1 | $154,547 |
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