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Global Trust Wealth Management LLC

● SEC registered since 2024CRD 333458SEC# 801-131384West Palm Beach, FL
Export (members)
Reg. AUM
$207.2M
Employees
5
Accounts
278
Location
West Palm Beach, FL

Global Trust Wealth Management LLC assets under management

Global Trust Wealth Management LLC operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2024. It reports $207.2 million in regulatory assets under management and employs 5 people.
globaltrustwealth.comView on SEC.gov ↗

Global Trust Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Edward Thomas Holt ControlChief Compliance Officer/PresidentUnder 5%2024
Holt Family Office, Inc ControlManaging MemberOver 75%2024
Ryan Michael ShorePartner5-10%2025
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Frequently asked questions

How much does Global Trust Wealth Management LLC manage?

Global Trust Wealth Management LLC reports $207.2 million in regulatory assets under management on its Form ADV.

How many employees does Global Trust Wealth Management LLC have?

Global Trust Wealth Management LLC reports 5 employees.

Where is Global Trust Wealth Management LLC located?

Global Trust Wealth Management LLC is based in West Palm Beach, FL and has been SEC-registered since 2024.

Does Global Trust Wealth Management LLC disclose fund performance?

Global Trust Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address515 N. Flagler Drive, Ste 1700, West Palm Beach, FL 33401
Phone561-207-9696
Office hours9a.m.-4p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.3M
Non-discretionary$7M
Total (RAUM)$207.2M