GLOBAL WEALTH MANAGEMENT, L.C.

Overview

Global Wealth Management, L.C. is a boutique registered investment adviser that manages concentrated wealth for a small number of high-net-worth individuals, families and select institutional clients. The firm operates on a percentage-of-assets fee model and runs predominantly discretionary mandates, reflecting an emphasis on ongoing portfolio management rather than one-off advice. Since its SEC registration in 2013, the firm has favored liquid, exchange-traded instruments as the primary building blocks of client portfolios, while supplementing equity exposure with third-party real estate strategies and mutual funds. The ownership structure includes both individual and foreign-entity interests, and the adviser’s activity profile centers on portfolio management for individuals and small businesses. The firm does not position itself as an ESG-focused manager and holds its regulatory standing as a single-state adviser in form, even as it maintains multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices