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 registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Its fee arrangements include percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2Charles Boling
ChairmanCRD 1565470
Charles Boling
Acting PresidentCRD 5455799
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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