Global Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,922,201
Total clients
50
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$358,444
About
Global Wealth is a registered investment adviser that provides portfolio management and financial planning to individuals, households, corporations, and charitable organizations. Its brochure states services include discretionary portfolio management (and non‑discretionary treatment for legacy or highly appreciated positions) and financial planning addressing investment, tax, retirement, college, insurance, and debt/credit matters.
The firm documents an Investment Policy for each client—capturing income, tax considerations, time horizon, and risk tolerance—and uses fundamental and technical analysis alongside modern portfolio theory to construct and monitor long‑term portfolios. Investment implementation described in the brochure spans mutual funds, ETFs (including leveraged/inverse products), fixed income, REITs, and other instruments, and allows client‑imposed restrictions where appropriate.
Distinctive features noted in the brochure include serving charitable organizations among its client types, and a disclosed December 2024 Consent Order from the state securities division that requires the firm to retain a compliance consultant for two years. The brochure also calls out specific digital‑asset exposure (discussing a Grayscale Bitcoin Mini Trust ETF) and describes custodial relationships (e.g., Charles Schwab and Altruist) that provide practice‑support services and soft‑dollar benefits the firm says it monitors for conflicts.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Cash flow / budgeting
Fee options
$0 - $99,999.99: 2.50% $100,000 - $249,999.99: 1.98% $250,000 - $749,999.99: 1.50% $750,000 - $999,999.99: 1.25% $1,000,000+: 1.00%
Fee-only: Asset-based fees only, no commissions or other fee types indicated.
Main office location
Global Wealth, LLC
1755 Telstar, 3 Rd Floor, #300
Colorado Springs CO 80920, United States
Number of offices
1
Most active in
Global Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")