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GLOBAL TRUST WEALTH MANAGEMENT LLC
CRD 333458File 801-131384
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.7M
Below cohort median (national)
Discretionary AUM
$204.9M
Non-discretionary $8.8M
Clients
91
292 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 4, 2024
- Principal office
- 515 N. FLAGLER DRIVE, STE 1700, WEST PALM BEACH, FL, 33401
- Phone
- 561-207-9696
- Website
- http://globaltrustwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.7M
- Discretionary AUM
- $204.9M
- Non-discretionary AUM
- $8.8M
- Discretionary accounts
- 264
- Non-discretionary accounts
- 28
- Total accounts
- 292
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3K |
| Charitable organizations | Fewer than 5 | $676K |
| High net worth individuals | 43 | $202.6M |
| Individuals (other than high net worth individuals) | 45 | $10.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.