Global Trust Wealth Management LLC

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Client assets under management

$212,976,256

Clients

49% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,420,185

About

Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement planning services to individuals, trusts, corporations and employer-sponsored retirement plans. The firm operates as a fee-only adviser and offers both discretionary portfolio management and retirement-plan consulting to its clients.

Investment work is guided by individualized Investment Policy Statements that emphasize diversification, low-cost mutual funds and ETFs, and asset allocation; the firm may also employ a beta-plus portable-alpha approach that combines broad-market funds with selected individual equity positions. GTWM manages held-away accounts (for example, 401(k)s and HSAs) using an order-management platform to support tax-efficient asset location and opportunistic rebalancing across custody types.

Notably, the firm maintains a practice-level affiliation with a public accounting firm—sharing office space, support staff and reciprocal referrals—which the brochure discloses as a potential conflict and addresses with written policies and disclosures. The firm also has supervised personnel who are licensed insurance agents and reports managing roughly $214 million across about 88 client relationships, indicating a client base with relatively large account sizes.

Client services

Portfolio management

Expertise

Wealth management Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

Up to 1.25% annually (flat fee, negotiable)

Other

Account minimum: $500,000 (may be waived by the investment advisor) Fee-only: Fee-only firm, no commissions or sales compensation

Main office location

Global Trust Wealth Management LLC

515 N. Flagler Drive, Ste 1700

West Palm Beach FL 33401, United States

Number of offices

Most active in

Connecticut · Florida · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 561-207-9696

Advisors at this firm

Shawn T

Series 66

West Palm Beach, FL

Global Trust Wealth Management LLC

Shawn Teufel is a financial advisor at Global Trust Wealth Management LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sykon Capital LLC, and Morgan Stanley. Global Trust Wealth Management provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and low-cost mutual funds and ETFs, with a distinctive affiliation with a public accounting firm that supports its operational approach.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive

Ryan S

CFP®, Series 65

West Palm Beach, FL

Global Trust Wealth Management LLC

Ryan Shore is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Global Trust Wealth Management LLC and also works as a CPA at Nowlen, Holt & Miner, P.A., an accounting firm in West Palm Beach, FL. Shore has been associated with Nowlen, Holt & Miner since 2011 and with Global Trust Asset Management since 2013. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, and is notable for its affiliation with a public accounting firm that supports shared resources and reciprocal client referrals.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive

Edward H

PFS™, Series 65

West Palm Beach, FL

Global Trust Wealth Management LLC

Edward Holt Jr. is a financial advisor at Global Trust Wealth Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a tax partner at the accounting firm Nowlen, Holt & Miner P.A., where he has worked since 2003. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, serving a client base that includes both individual and high-net-worth clients.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive

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