# Global Wealth Management

> Global Wealth Management is a state-registered investment advisory firm in Corona del Mar, CA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 167025
- Filed as: GLOBAL WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corona del Mar, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167025
- AdvisorCensus page: https://advisorcensus.com/firm/global-wealth-management-corona-del-mar-ca-167025

## Quick answers

**How is Global Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Global Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Global Wealth Management located?**
Global Wealth Management's principal office is in Corona del Mar, CA, according to its Form ADV.

**Is Global Wealth Management registered with the SEC or a state?**
Global Wealth Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167025.

**How much does Global Wealth Management manage?**
Global Wealth Management reports $6,198,834 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**What types of clients does Global Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Global Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167025

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,198,834
- Discretionary: $0
- Non-discretionary: $6,198,834

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,064,149 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $5,134,685 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gwmllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Wealth Management (CRD 167025): Form ADV filing data as of October 2026.