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Global Wealth Management Investment Advisory, Inc.

● SEC registered since 2017CRD 286005SEC# 801-110227Fort Lauderdale, FL
Export (members)
Reg. AUM
$529.1M
Employees
11
Accounts
3,062
Location
Fort Lauderdale, FL

Global Wealth Management Investment Advisory, Inc. assets under management

Global Wealth Management Investment Advisory, Inc. is an investment advisory firm registered with the SEC based in Fort Lauderdale, FL. The firm has been registered since 2017. It reports $529.1 million in regulatory assets under management and employs 11 people.

Global Wealth Management Investment Advisory, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Andrew Montgomery Costa ControlCeo50-75%2017
Christopher Grant Conness ControlDirector50-75%2018
John Stanley Thomas ControlCioUnder 5%2017
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Frequently asked questions

How much does Global Wealth Management Investment Advisory, Inc. manage?

Global Wealth Management Investment Advisory, Inc. reports $529.1 million in regulatory assets under management on its Form ADV.

How many employees does Global Wealth Management Investment Advisory, Inc. have?

Global Wealth Management Investment Advisory, Inc. reports 11 employees.

Where is Global Wealth Management Investment Advisory, Inc. located?

Global Wealth Management Investment Advisory, Inc. is based in Fort Lauderdale, FL and has been SEC-registered since 2017.

Does Global Wealth Management Investment Advisory, Inc. disclose fund performance?

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

Contact & registration

Address1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301
Phone954-533-7144
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1767855
Discloses disciplinary historyNo

Assets under management

Discretionary$529.1M
Non-discretionary$0
Total (RAUM)$529.1M