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| Global Trust Wealth Management LLC
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|---|---|
| CRD # | 333458 |
| SEC # | 801-131384 |
| CIK # | 0002065265, 0001703311, 0002039738 |
| AUM | $213.7 M (2026-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-207-9696 |
| Address | 515 N Flagler Drive West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Silver Trust | 4.3 | ||
| iShares Comex Gold Trust | 4.1 | ||
| Johnson & Johnson | 2.1 | ||
| Apple Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| SPDR Gold Trust | 0.6 | ||
| Advanced Micro Devices Inc | 0.6 | ||
| iShares Bitcoin Trust | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 10.4 |
| (b) Individuals (high net worth individuals) | 43 | 202.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 213.7 |
| By Discretionary | ||
| Discretionary | 264 | 204.9 |
| Non-Discretionary | 28 | 8.8 |
| Total | 292 | 213.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 213.4 | |
| Total | 292 | 213.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001703311] | |
| 13F-HR | [0002039738] | |
| 13F-HR | [0002065265] |
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|---|---|---|
|
Viable Planning LLC
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|
0.2 | |
|
Summit Portfolio Management LLC
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|
NV | 0.2 |
|
Premis Advisors LLC
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GA | 0.2 |
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Coastline Complete Wealth LLC
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SC | 0.2 |
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Daniels & Erickson Financial Advisors LLC
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TX | 0.2 |
|
Argyle Capital Partners LLC
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CA | 0.2 |
|
Gunn & Company Investment Management Inc
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|
FL | 0.2 |
|
Signal Tree Financial Partners LLC
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|
OH | 0.2 |
|
MIAI Inc
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|
TX | 0.2 |
|
Dominguez Wealth Management Solutions Inc
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|
VA | 0.2 |