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| Happy Holidays!! thanks for using AUM13F!! |
| Global Wealth Management LLC
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| CRD # | 153677 |
| SEC # | 801-71368 |
| CIK # | 0001703311, 0002039738 |
| AUM | $231.1 M (2025-05-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 609-452-2929 |
| Address | 4420 Route 27 Kingston, NJ 08528 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001703311 0002039738 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 1.7 | ||
| iShares Comex Gold Trust | 1.2 | ||
| ETFS Silver Trust | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| United States Oil Fund LP | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Apple Inc | 0.6 | ||
| SPDR Gold Trust | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Amgen Inc | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 17.5 |
| (b) Individuals (high net worth individuals) | 34 | 156.7 |
| (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 | 5 | 22.5 |
| (h) Charitable organizations | 3 | 14.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 6.5 |
| (k) Insurance companies | 2 | 13.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 231.1 |
| By Discretionary | ||
| Discretionary | 212 | 211.7 |
| Non-Discretionary | 3 | 19.4 |
| Total | 215 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 230.5 | |
| Total | 215 | 231.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001703311] | |
| 13F-HR | [0002039738] |
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|---|---|---|
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Impactfolio LLC
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|
CO | 0.2 |
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Fisher & Wiens Wealth Management LLC
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CA | 0.2 |
|
Fingerlakes Wealth Management Inc
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|
NY | 0.2 |
|
Vermillion & White Wealth Management Group LLC
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|
PA | 0.2 |
|
TABR Capital Management LLC
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|
CA | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |
|
KOA Wealth Management LLC
✚
|
0.2 | |
|
Ryan & Hoppe Investment Management LLC
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|
MN | 0.2 |
|
Iwealth Financial LLC
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|
MN | 0.2 |