SEC Form ADV

GLOBAL WEALTH MANAGEMENT, LLC

Registered Investment AdviserNJ
$245.7M
Assets Under Management
3
Employees
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Registration Details

Accession
crd-153677
Location
KINGSTON, NJ
Filing Date
February 27, 2026
AUM
$245.7M
Institutional Clients
11
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporationsOther

About this Adviser

GLOBAL WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in KINGSTON, NJ, managing approximately $245.7M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.