Global Wealth Management, LLC

Global Wealth Management, LLC is an SEC-registered investment adviser overseeing about $245.7 million in client assets with three advisors and 61 clients. It provides discretionary portfolio management, integrated financial planning as part of investment services, and negotiated advanced planning and pension consulting for high‑net‑worth individuals, family offices, pension plans, trusts and foundations.

The firm develops a written investment policy statement with each client and implements customized asset allocations that emphasize low-cost mutual funds and ETFs for broad diversification while also using individual equities, bonds and structured notes where appropriate. Client accounts are monitored and reviewed by an internal investment committee, and the firm reported $219.2 million in discretionary assets as of year-end reporting.

Compared with many peers of similar size, GWM’s client mix is atypical: its regulatory filings reflect that it also advises institutional entities such as sovereign wealth funds, state or municipal government clients, insurance companies and other investment advisers. The brochure also highlights a long operating lineage back to the 1980s and a range of ERISA-focused pension consulting (both fiduciary and non‑fiduciary services), along with custodial relationships with major discount brokers.