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Thomas Urs Heierli

Founder/Deputy Ceo/Managing PartnerGlobal Wealth Management, L.c.CRD 2694377

About Thomas Urs Heierli

Thomas Urs Heierli is listed as Founder/Deputy Ceo/Managing Partner at Global Wealth Management, L.c. in Deerfield Beach, FL. Form ADV reports a beneficial ownership band of Under 5%. Thomas Urs Heierli is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Global Wealth Management, L.c.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Thomas Urs Heierli work?

Thomas Urs Heierli is listed as Founder/Deputy Ceo/Managing Partner at Global Wealth Management, L.c. on SEC Form ADV.

How much of Global Wealth Management, L.c. does Thomas Urs Heierli own?

Form ADV reports a beneficial ownership band of Under 5%.

Global Wealth Management, L.c.

TitleFounder/Deputy Ceo/Managing Partner
OwnershipUnder 5%
Control personYes
Since2008
View Global Wealth Management, L.c. →

Wealth Management Group AG

TitleIar
OwnershipUnder 5%
Control personYes
Since2011
View Wealth Management Group AG →

Global Wealth Management, L.c.

TitleBoard Member
Ownership25-50%
Control personYes
Since2023
View Global Wealth Management, L.c. →

Wealth Management Group AG

TitleBoard Member
Ownership25-50%
Control personYes
Since2023
View Wealth Management Group AG →