GLOBAL WEALTH, LLC

Overview

Global Wealth, LLC is an independent registered investment adviser operating as a limited liability company that manages fee-based portfolios for individuals, families and small businesses. The firm delivers financial planning and discretionary portfolio management, with a clear preference for pooled public funds and mutual funds as the primary building blocks of client portfolios. Global Wealth is organized under individual ownership and positions itself as a boutique adviser: modest in scale but focused on ongoing management and planning rather than multi-state or institutional consulting. The adviser is not an active ESG investor and does not describe itself as a capital allocator; instead it relies on percentage-of-AUM fees and third-party managers where appropriate. Its business model emphasizes discretionary management—its total discretionary assets match its reported AUM—so client portfolios are typically implemented and rebalanced under the firm’s authority rather than left for client-directed trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices