|
⚲
|
| Global Wealth Management LC
✚
|
|
|---|---|
| CRD # | 150743 |
| SEC # | 801-77847 |
| CIK # | |
| AUM | $120.3 MM (2023-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 305-851-2476 |
| Address | Schulhausstrasse 16D Niederteufen, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.7 |
| (b) Individuals (high net worth individuals) | 26 | 82.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 36.5 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 120.3 |
| By Discretionary | ||
| Discretionary | 33 | 109.3 |
| Non-Discretionary | 3 | 11.0 |
| Total | 36 | 120.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.0 | |
| United States Persons | 90.2 | |
| Total | 36 | 120.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wager Wealth Management and Financial Planning LLC
✚
|
CO | 0.1 |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.1 |
|
Jordan Financial Strategies LLC
✚
|
CO | 0.1 |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Gouws Capital LLC
✚
|
NC | 0.1 |
|
Planning Solutions International LLC
✚
|
FL | 0.1 |
|
Weingarten Associates LLC
✚
|
NJ | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |
|
Great River Financial LLC
✚
|
MN | 0.1 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.1 |