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| Global Wealth Management Investment Advisory Inc
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|---|---|
| CRD # | 286005 |
| SEC # | 801-110227 |
| CIK # | 0001767855 |
| AUM | 722.8 M (2026-03-27) |
| Employees | 42 (24% Investors, 0% Brokers) |
| Phone | 954-533-7144 |
| Address | 1301 East Broward Blvd Fort Lauderdale, FL 33301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.5 | ||
| Apple Inc | 18.4 | ||
| Chevron Corp | 15.6 | ||
| Microsoft Corp | 14.9 | ||
| J P Morgan Chase & Co | 12.3 | ||
| Bank of America Corp /DE/ | 12.1 | ||
| AbbVie Inc | 10.2 | ||
| Alphabet Inc | 9.0 | ||
| Amazon Com Inc | 8.9 | ||
| Verizon Communications Inc | 7.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,472 | 400.8 |
| (b) Individuals (high net worth individuals) | 154 | 304.7 |
| (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 | 39 | 13.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,687 | 722.8 |
| By Discretionary | ||
| Discretionary | 3,687 | 722.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,687 | 722.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.8 | |
| Total | 3,687 | 722.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767855] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
CL Wealth Management LLC
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|
IL | 733.6 M |
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Trunorth Capital Management LLC
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|
G A Repple & Company
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FL | 716.3 M |
|
Altrius Capital Management Inc
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|
MI | 716.0 M |
|
Financial Management Strategies Inc
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OH | 714.2 M |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 712.0 M |