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Global Wealth Management, LLC

● SEC registered since 2010CRD 153677SEC# 801-71368Kingston, NJ
Export (members)
Reg. AUM
$231.1M
Employees
3
Accounts
215
Location
Kingston, NJ

Global Wealth Management, LLC assets under management

Global Wealth Management, LLC is an investment advisory firm registered with the SEC based in Kingston, NJ. The firm has been registered since 2010. It reports $231.1 million in regulatory assets under management and employs 3 people.

Global Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Edward A Graham ControlCcoUnder 5%2021
Martin Tuchman Revocable Trust ControlMemberOver 75%2017
Ram [nmn] KolluriMember10-25%2017
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Frequently asked questions

How much does Global Wealth Management, LLC manage?

Global Wealth Management, LLC reports $231.1 million in regulatory assets under management on its Form ADV.

How many employees does Global Wealth Management, LLC have?

Global Wealth Management, LLC reports 3 employees.

Where is Global Wealth Management, LLC located?

Global Wealth Management, LLC is based in Kingston, NJ and has been SEC-registered since 2010.

Does Global Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address4420 Route 27, Suite B, Kingston, NJ 08528
Phone609-452-2929
Fax609-452-0048
Office hours9:30 a.m. To 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$211.7M
Non-discretionary$19.4M
Total (RAUM)$231.1M