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GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

FORT LAUDERDALE, FL · CRD 286005 · IAPD ↗ · askglobalwealth.com · 954-533-7144

$722.8MRegulatory AUM
10Advisory reps
42Employees
0Clients
1-10Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. reported RAUM up 37% ($529.1M -> $722.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
January 2026 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. notice-filed in MA, NE, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2026 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. crossed $500M in regulatory AUM ($422.0M -> $529.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. notice-filed in AZ, CA, CO, LA, NH, PA, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. reported RAUM up 27% ($331.4M -> $422.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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