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GLOBAL TRUST WEALTH MANAGEMENT LLC

WEST PALM BEACH, FL · CRD 333458 · IAPD ↗ · globaltrustwealth.com · 561-207-9696

$213.7MRegulatory AUM
3Advisory reps
5Employees
1Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — GLOBAL TRUST WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
46
March 2025 — GLOBAL TRUST WEALTH MANAGEMENT LLC notice-filed in CT, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — GLOBAL TRUST WEALTH MANAGEMENT LLC now reports custody of client assets ($91.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2024 — GLOBAL TRUST WEALTH MANAGEMENT LLC (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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