Global Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 115806
- Website
- gwmllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.44%
- Individuals31.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Global Wealth Management, Inc. is an independent, Arkansas-registered advisory corporation owned by an individual and focused on serving individuals and families. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not describe itself as an ESG investor, is not a multi-state adviser, and is not newly formed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities9%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- Other1%
Contacts
2 of 2
Charles Boling
Acting PresidentCRD 5455799
Charles Boling
ChairmanCRD 1565470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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