Global Wealth Management, LLC

Overview

Global Wealth Management, LLC is a Pennsylvania-based, individually owned limited liability company that combines insurance brokerage with fee-based advisory work. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. The firm charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and acts as a capital allocator when placing client assets with outside managers. The firm does not present itself as an active ESG investor and operates under state registration rather than a multi-state advisory footprint. Its business mix suggests a hybrid model that pairs insurance distribution with traditional wealth-planning and outsourced manager selection.

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