GLOBAL WEALTH ADVISORS LLC

Overview

Global Wealth Advisors LLC is an independent registered investment adviser that serves individuals and families with a blend of financial planning, portfolio management and client communications. The firm favors discretionary management and appears to structure client relationships around fee-based arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements for planning or advisory projects. Public mutual funds and packaged fund solutions are central to the firm’s approach; that emphasis shapes manager selection, rebalance activity and model construction. Business activity centers on personalized wealth management for individual and small-business clients rather than institutional assignment or pension consulting. The firm does not position itself as an active ESG investor and it is privately owned by an individual principal. Publication of newsletters or periodic commentary is part of the client outreach mix, suggesting an emphasis on education and client communication alongside portfolio implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices