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Global Wealth Management Investment Advisory Inc
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CRD # | 286005 |
SEC # | 801-110227 |
CIK # | 0001767855 |
AUM | $422.0 MM (2024-03-28) |
Employees | 20 (60% Investors, 0% Brokers) |
Phone | 866-405-1031 |
Address | 1301 East Broward Blvd Fort Lauderdale, FL 33301 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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 |