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Global Wealth Management, L.c.

● SEC registered since 2013CRD 150743SEC# 801-77847Deerfield Beach, FL
Export (members)
Reg. AUM
$174.8M
Employees
3
Accounts
37
Location
Deerfield Beach, FL

Global Wealth Management, L.c. assets under management

Global Wealth Management, L.c. is a registered investment adviser overseen by the SEC based in Deerfield Beach, FL. The firm has been registered since 2013. It reports $174.8 million in regulatory assets under management and employs 3 people.
www.gwm-ch.comView on SEC.gov ↗

Global Wealth Management, L.c. owners & executives

8 reported
NameTitleOwnershipSince
Anita ZuelligChief Compliance OfficerUnder 5%2025
H&n Holding AG ControlManaging MemberOver 75%2023
Olaf Herr ControlChief Executive OfficerUnder 5%2023
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Frequently asked questions

How much does Global Wealth Management, L.c. manage?

Global Wealth Management, L.c. reports $174.8 million in regulatory assets under management on its Form ADV.

How many employees does Global Wealth Management, L.c. have?

Global Wealth Management, L.c. reports 3 employees.

Where is Global Wealth Management, L.c. located?

Global Wealth Management, L.c. is based in Deerfield Beach, FL and has been SEC-registered since 2013.

Does Global Wealth Management, L.c. disclose fund performance?

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

Contact & registration

Address625 SE 10th Street, Building 3, Deerfield Beach, FL 33441
Phone+1 (341) 201-5599
Office hours08:00 - 17:00
SEC regionMiami Regional Office (MIRO)
CIK1576684
Discloses disciplinary historyNo

Assets under management

Discretionary$161M
Non-discretionary$13.9M
Total (RAUM)$174.8M