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| Happy Holidays!! thanks for using AUM13F!! |
| Global Wealth Management Investment Advisory Inc
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| CRD # | 286005 |
| SEC # | 801-110227 |
| CIK # | 0001767855 |
| AUM | $529.1 M (2025-04-29) |
| Employees | 11 (100% Investors, 82% Brokers) |
| Phone | 866-405-1031 |
| Address | 1301 East Broward Blvd Fort Lauderdale, FL 33301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767855 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.1 | ||
| Apple Inc | 14.6 | ||
| Microsoft Corp | 14.1 | ||
| J P Morgan Chase & Co | 12.2 | ||
| Bank of America Corp /DE/ | 11.2 | ||
| Chevron Corp | 9.7 | ||
| AbbVie Inc | 7.8 | ||
| Amazon Com Inc | 7.8 | ||
| Oracle Corp | 6.4 | ||
| Exxon Mobil Corp | 5.9 | ||
| Morgan Stanley | 5.8 | ||
| Verizon Communications Inc | 5.7 | ||
| BB&T Corp | 5.5 | ||
| Crown Castle International Corp | 5.5 | ||
| Alphabet Inc | 5.5 | ||
| Johnson & Johnson | 5.3 | ||
| Digital Realty Trust Inc | 5.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,182 | 262.2 |
| (b) Individuals (high net worth individuals) | 200 | 266.9 |
| (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 | 3,062 | 529.1 |
| By Discretionary | ||
| Discretionary | 3,062 | 529.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,062 | 529.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 529.1 | |
| Total | 3,062 | 529.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767855] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Precedent Wealth Partners LLC
✚
|
TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Northwest Quadrant LLC
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OR | 0.5 |
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Iron Horse Wealth Management LLC
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IA | 0.5 |
|
Nicollet Investment Management Inc
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|
MN | 0.5 |
|
Hudson Value Partners LLC
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|
FL | 0.5 |
|
Trunorth Capital Management LLC
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|
MI | 0.5 |
|
Wise Planning Inc
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|
0.5 | |
|
NIA Impact Advisors LLC
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|
0.5 | |
|
Retirement Wellness Group LLC
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|
CA | 0.5 |