Global Wealth Management Investment Advisory Inc

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Assets, Funds, Holdings

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Global Wealth Management Investment Advisory Inc
CRD #286005
SEC #801-110227
CIK #0001767855
AUM $422.0 MM (2024-03-28)
Employees 20 (60% Investors, 0% Brokers)
Phone866-405-1031
Address1301 East Broward Blvd
Fort Lauderdale, FL 33301
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 13.1
NVDA 399,550.0 11.6
MSFT 1,918,222.4 10.8
BAC 278,315.2 9.0
JPM 340,169.2 8.7
CVX 294,604.1 7.7
AMZN 1,092,997.8 5.9
LLY 301,789.7 5.5
HD 277,648.0 5.4
QCOM 147,392.0 5.0
View All
Holdings by Sector ($MM)
4503602701809002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,108 260.2
(b) Individuals (high net worth individuals) 102 161.9
(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 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 0 0.0
(n) Other 0 0.0
Total 3,051 422.0
By Discretionary
Discretionary 3,051 422.0
Non-Discretionary 0 0.0
Total 3,051 422.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 422.0
Total 3,051 422.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001767855]
Comparable Firms State AUM ($BB)
Highland Financial Advisors LLC
NJ 0.4
Iron Horse Wealth Management LLC
IA 0.4
Capital Investment Management Inc
MO 0.4
Zuraw Financial Advisors LLC
NC 0.4
Cannon Tingey Investment Advisors Inc
UT 0.4
Hudson Value Partners LLC
FL 0.4
Pivotal Advisors LLC
NY 0.4
Winch Advisory Services LLC
WI 0.4
New Capital Management LP
TX 0.4
Trunorth Capital Management LLC
MI 0.4
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