Global Wealth Management, Inc.

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Client assets under management

$48,529,857

Clients

121

15% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$401,073

About

Global Wealth Management, Inc. provides fee‑only financial planning and ongoing investment management to individuals (including high‑net‑worth clients), trusts, retirement and profit‑sharing plans, charitable organizations, and small businesses. Services include portfolio management (discretionary and non‑discretionary), periodic financial reviews, and comprehensive planning for retirement, estate, education, and cash‑flow needs.

The firm’s investment approach emphasizes passive, asset‑class investing and strategic asset allocation, primarily using no‑load institutional mutual funds (including Dimensional Fund Advisors funds) and exchange‑traded funds with global diversification and periodic rebalancing. GWMI also deploys technology‑enabled solutions and, for clients who request it, provides access to separately managed digital‑asset portfolios via third‑party platforms (BITRIA through Gemini and Equity Trust).

The brochure discloses a past consent order with the Arkansas securities regulator in 2013 and a $7,000 administrative penalty for registration‑filing deficiencies. Managing roughly $48.5 million in discretionary assets for about 121 clients with a small advisory team, the firm is distinctive among peers for combining a traditional passive, fiduciary framework with client‑directed access to cryptocurrency portfolios through external custodians and managers.

Client services

Financial planning Portfolio management Selection of other advisers

Occupation focus

Executive Founder/Business Owner Retired

Fee options

Fixed

Fixed fees offered; specific amounts not stated

Percentage

$0 - $250,000: 1.40% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $5,000,000: 0.40% annually $5,000,001+: Negotiable

Project-based

Hourly charges offered; specific rates not stated

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $3,500, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted

Main office location

Global Wealth Management, Inc.

7 Sugar Maple Court, Suite 100

Little Rock AR 72212, United States

Number of offices

Most active in

Arkansas · Texas

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure

Quick links

Website (479) 685-6486

Advisors at this firm

Charles B

Series 65

Little Rock, AR

Global Wealth Management, Inc.

Charles Boling III is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Global Wealth Management, Inc. in Little Rock, AR since 2007. Global Wealth Management, Inc. provides personalized wealth management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on passive, asset-class investing and strategic asset allocation using institutional no-load mutual funds and ETFs, with most assets managed on a discretionary basis.

Executive Founder/Business Owner Retired

Charles B

Series 63, Series 65

Little Rock, AR

Global Wealth Management, Inc.

Charles Boling Jr. is a financial advisor at Global Wealth Management, Inc. in Little Rock, AR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Wealth Management since 2000. Boling is also a licensed insurance agent in Arkansas, spending less than 10% of his time on insurance-related activities separate from his advisory work. Global Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm employs a passive, asset-class investing approach based on Modern Portfolio Theory, using institutional no-load mutual funds and ETFs, and offers discretionary management with regular reviews and rebalancing.

Executive Founder/Business Owner Retired

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