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GLOBAL WEALTH MANAGEMENT, L.C.

DEERFIELD BEACH, FL · CRD 150743 · IAPD ↗ · gwm-ch.com · +1 (341) 201-5599

$184.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — GLOBAL WEALTH MANAGEMENT, L.C. reported RAUM up 40% ($124.6M -> $174.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
August 2024 — GLOBAL WEALTH MANAGEMENT, L.C. moved its main office from ZÜRICH, to DEERFIELD BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.