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GLOBAL WEALTH MANAGEMENT, L.C.
CRD 150743File 801-77847
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.2M
Bottom 25% of cohort (national)
Discretionary AUM
$174.9M
Non-discretionary $9.3M
Clients
34
34 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 20, 2013
- Principal office
- 625 SE 10TH STREET, BUILDING 3, DEERFIELD BEACH, FL, 33441
- Phone
- +1 (341) 201-5599
- Website
- HTTP://WWW.GWM-CH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.2M
- Discretionary AUM
- $174.9M
- Non-discretionary AUM
- $9.3M
- Discretionary accounts
- 31
- Non-discretionary accounts
- 3
- Total accounts
- 34
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $30.3M |
| High net worth individuals | 21 | $149.2M |
| Individuals (other than high net worth individuals) | 7 | $4.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.