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GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677File 801-71368
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$245.7M
Below cohort median (national)
Discretionary AUM
$219.2M
Non-discretionary $26.4M
Clients
76
204 accounts
Employees
3
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 23, 2010
- Principal office
- 4420 ROUTE 27, SUITE B, KINGSTON, NJ, 08528
- Phone
- 609-452-2929
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $245.7M
- Discretionary AUM
- $219.2M
- Non-discretionary AUM
- $26.4M
- Discretionary accounts
- 193
- Non-discretionary accounts
- 11
- Total accounts
- 204
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $153K |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | $13.8M |
| Charitable organizations | Fewer than 5 | $16.5M |
| Other investment advisers | Fewer than 5 | $7.6M |
| High net worth individuals | 31 | $160.2M |
| Pension and profit sharing plans | 5 | $27.3M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 30 | $20.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.