Global Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,064,149
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$354,716
About
Global Wealth Management provides financial planning, investment advisory, and investment management services to individuals, trusts, retirement-plan participants, pension and profit-sharing plans, and business entities. The firm manages about $6.2 million in client assets across a very small client base and offers both asset-based advisory engagements and fixed or hourly planning arrangements.
The firm’s investment process emphasizes diversification, asset allocation established in an Investment Policy Statement, and periodic rebalancing, with routine account reviews at least quarterly. All investment management is conducted on a strictly non‑discretionary basis, clients retain trade approval, and the firm does not participate in wrap fee programs or aggregate client trades.
Compared with many peers, the firm is notable for its affiliation with an accounting practice and for allocating approximately 25% of adviser time to tax consulting services, while making clear clients are not required to use those services. The lead adviser also holds CFA, CPA, and CFP credentials, and the firm’s client roster includes pension or profit‑sharing plan relationships, an arrangement that is uncommon for an independent adviser of this size.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
Fixed fees generally range from $1,500 to $3,500
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.60% annually $3,000,001 - $4,000,000: 0.50% annually $4,000,001 - $5,000,000: 0.40% annually $5,000,001+: 0.30% annually
$250 to $350 per hour
Account minimum: $150,000 Fee-only: Financial planning fixed fees generally range from $1,500 to $3,500; hourly fees range from $250 to $350 per hour
Main office location
Global Wealth Management
3334 E. Coast Hwy, #101
Corona Del Mar CA 92625, United States
Number of offices
1
Most active in
Global Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
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 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
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")