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| Global Wealth Management LLC
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|---|---|
| CRD # | 153677 |
| SEC # | 801-71368 |
| CIK # | 0002039738, 0002065265, 0001703311 |
| AUM | 245.7 M (2026-02-27) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002039738 0002065265 0001703311 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Silver Trust | 4.3 | ||
| iShares Comex Gold Trust | 4.1 | ||
| Johnson & Johnson | 2.1 | ||
| Apple Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| SPDR Gold Trust | 0.6 | ||
| Advanced Micro Devices Inc | 0.6 | ||
| iShares Bitcoin Trust | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 20.2 |
| (b) Individuals (high net worth individuals) | 31 | 160.2 |
| (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 | 5 | 27.3 |
| (h) Charitable organizations | 4 | 16.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 7.6 |
| (k) Insurance companies | 2 | 13.8 |
| (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 | 204 | 245.7 |
| By Discretionary | ||
| Discretionary | 193 | 219.2 |
| Non-Discretionary | 11 | 26.4 |
| Total | 204 | 245.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 244.9 | |
| Total | 204 | 245.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001703311] | |
| 13F-HR | [0002039738] | |
| 13F-HR | [0002065265] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Taconic Advisors Inc
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NY | 246.3 M |
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McKinney Capital Management LLC
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The Professional Financial Company LLC
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UT | 246.1 M |
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Des Moines Investments LLC
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IA | 246.0 M |
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TN | 246.0 M |
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Pinnacle West Asset Management Inc
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WY | 245.9 M |
|
Toro West Capital Advisors LLC
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CO | 245.7 M |
|
RM Financial Services LLC
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ME | 245.4 M |
|
Cannon Wealth Management Services LLC
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NC | 245.2 M |
|
W Advisors LLC
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TN | 244.9 M |