LP Profile

Global Trust Asset Management

Also known as Global Trust

Wealth ManagerWest Palm Beach, United StatesFounded 2007
$400M
Assets Under Management
West Palm Beach
Headquarters
Investment Focus

About Global Trust Asset Management

Global Trust Asset Management (Global Trust) is an investment advisor based in West Palm Beach, Florida. Established in 2007, the firm provides disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. The assets of the firm are managed by the executive management team.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Global Trust Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$384.5M
Total Clients
743
Filing Date
January 28, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Global Trust Asset Management across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Global Trust Asset Management?

Global Trust Asset Management is a wealth manager based in West Palm Beach, United States, managing approximately $400M in assets.

Where is Global Trust Asset Management headquartered?

Global Trust Asset Management is headquartered in West Palm Beach, United States.

How much does Global Trust Asset Management manage?

Global Trust Asset Management manages approximately $400M in assets under management.

When was Global Trust Asset Management founded?

Global Trust Asset Management was founded in 2007.

How can I contact Global Trust Asset Management?

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