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| Happy Holidays!! thanks for using AUM13F!! |
| Global Wealth Management LC
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|---|---|
| CRD # | 150743 |
| SEC # | 801-77847 |
| CIK # | 0001576684 |
| AUM | $174.8 M (2025-06-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 341-201-5599 |
| Address | 625 SE 10th Street Deerfield Beach, FL 33441 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 4.0 |
| (b) Individuals (high net worth individuals) | 22 | 134.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 36.7 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 174.8 |
| By Discretionary | ||
| Discretionary | 33 | 161.0 |
| Non-Discretionary | 4 | 13.9 |
| Total | 37 | 174.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 56.8 | |
| United States Persons | 118.1 | |
| Total | 37 | 174.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kahala Financial Advisors LLC
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|
HI | 0.2 |
|
Arbor Financial Planning LLC
✚
|
MI | 0.2 |
|
Excel Capital Management Corp
✚
|
NJ | 0.2 |
|
Flack Ember Louise
✚
|
0.2 | |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
KMT Wealth Management LLC
✚
|
CA | 0.2 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.2 |
|
Smith Partners Wealth Management LLC
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|
NC | 0.2 |
|
Red Mountain Financial LLC
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|
CO | 0.2 |
|
Sandia Wealth Management LLC
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|
NM | 0.2 |