# Global Trust Wealth Management LLC

> Global Trust Wealth Management LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 333458
- Filed as: GLOBAL TRUST WEALTH MANAGEMENT LLC
- Also doing business as: GLOBAL TRUST WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333458
- AdvisorCensus page: https://advisorcensus.com/firm/global-trust-wealth-management-llc-west-palm-beach-fl-333458

## Quick answers

**How is Global Trust Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global Trust Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Global Trust Wealth Management LLC located?**
Global Trust Wealth Management LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Global Trust Wealth Management LLC registered with the SEC or a state?**
Global Trust Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333458.

**How much does Global Trust Wealth Management LLC manage?**
Global Trust Wealth Management LLC reports $213,655,374 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (96% discretionary).

**How have Global Trust Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Global Trust Wealth Management LLC: Regulatory assets under management: $207,248,417 in the October 2025 data and $213,655,374 in the October 2026 data, up 3%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Trust Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (43); corporations or other businesses not listed above (2).

**Which custodians does Global Trust Wealth Management LLC use?**
Global Trust Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Global Trust Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333458

**Does Global Trust Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "GT WM has a minimum family of accounts value of $500,000 which may be waived by the investment advisor."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> GT WM has a minimum family of accounts value of $500,000 which may be waived by the investment advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $213,655,374
- Discretionary: $204,859,734
- Non-discretionary: $8,795,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $10,395,036 |
| High net worth individuals | 43 | $202,581,220 |
| Charitable organizations | 1 | $675,838 |
| Corporations or other businesses not listed above | 2 | $3,280 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [globaltrustwealth.com](https://globaltrustwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $207,248,417 | 5 | April 30, 2025 |
| October 2026 | $213,655,374 | 5 | February 27, 2026 |

Regulatory assets under management: $207,248,417 in the October 2025 data and $213,655,374 in the October 2026 data, up 3%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Trust Wealth Management LLC (CRD 333458): Form ADV filing data as of October 2026.