G
Global Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Global Wealth Management provides asset management, financial planning, and capital-raising services to high‑net‑worth individuals and businesses. The firm offers managed accounts and standalone financial planning engagements, and it may refer clients to other investment advisers for third‑party management when appropriate.
GWM’s investment process considers market trends, economic conditions, and world events to construct portfolios that can include equities, corporate and government bonds, mutual funds, ETFs, and alternative investments; liquidity and long‑term holding considerations are part of its security selection criteria. The firm generally manages accounts on a discretionary basis, prepares investment policy statements, and permits clients to include or exclude specific asset types; it also may recommend or select third‑party advisers to manage client assets.
Noteworthy features include a firm representative’s engagement in insurance and real estate sales and the use of hourly billing for financial planning services, both of which are less common among similar investment managers. GWM also executes trades on an account‑by‑account basis rather than aggregating block trades and does not maintain custody of client assets, practices that can affect trade execution and reporting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Fee options
$0.01 - $1,000,000: 2.00% Above $1,000,000+: 1.00%
Financial planning services at $500 per hour
Account minimum: $500,000 Minimum fee: Minimum fee amount of $500 for financial planning services Fee-only: Financial planning services charged at $500 per hour
Main office location
Global Wealth Management, LLC
1690 Sumneytown Pike, Suite 250
Lansdale PA 19446, United States
Number of offices
1
Most active in
Global Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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