LP Profile

Global Trust Wealth Management

Also known as global trust wealth

Wealth ManagerWest Palm Beach, United StatesFounded 2024
$214M
Assets Under Management
West Palm Beach
Headquarters
Investment Focus

About Global Trust Wealth Management

Global Trust Wealth Management is an independent registered investment advisor based in West Palm Beach, Florida, founded in 2024. It reports about $214 million in assets under management. The firm offers wealth management, investment management, retirement planning, trust and estate planning, tax guidance and family office services. It serves multigenerational clients and families, operating under fiduciary responsibility. The operating entity is Global Trust Asset Management, LLC.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$213.7M
Total Clients
292
Filing Date
February 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Global Trust Wealth Management?

Global Trust Wealth Management is a wealth manager based in West Palm Beach, United States, managing approximately $214M in assets.

Where is Global Trust Wealth Management headquartered?

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

How much does Global Trust Wealth Management manage?

Global Trust Wealth Management manages approximately $214M in assets under management.

When was Global Trust Wealth Management founded?

Global Trust Wealth Management was founded in 2024.

How can I contact Global Trust Wealth Management?

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