# Global Wealth Management Investment Advisory, Inc.

> Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 286005
- Filed as: GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286005
- AdvisorCensus page: https://advisorcensus.com/firm/global-wealth-management-investment-advisory-inc-fort-lauderdale-fl-286005

## Quick answers

**How is Global Wealth Management Investment Advisory, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Global Wealth Management Investment Advisory, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Global Wealth Management Investment Advisory, Inc. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $500 to $10,000 (Full financial planning services); Hourly rate: $300 to $500 an hour (Modular financial planning services); Subscription: $500 to $10,000 a year (On-going financial planning services); Hourly rate: $300 an hour (requested services after termination of financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Global Wealth Management Investment Advisory, Inc. located?**
Global Wealth Management Investment Advisory, Inc.'s principal office is in Fort Lauderdale, FL, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Global Wealth Management Investment Advisory, Inc. registered with the SEC or a state?**
Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286005.

**How much does Global Wealth Management Investment Advisory, Inc. manage?**
Global Wealth Management Investment Advisory, Inc. reports $722,818,219 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Global Wealth Management Investment Advisory, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Global Wealth Management Investment Advisory, Inc.: Regulatory assets under management: $270,917,020 in the October 2021 data and $722,818,219 in the October 2026 data, up 167%. Total employees: 7 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Wealth Management Investment Advisory, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,472); high net worth individuals (154); pension and profit sharing plans (but not the plan participants or government pension plans) (39).

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

**Does Global Wealth Management Investment Advisory, Inc. 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/286005

**What changed in Global Wealth Management Investment Advisory, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 10. Regulatory assets under management went from $529,098,628 to $722,818,219 (+37%). Added an office in Sarasota, FL. No longer lists an office in Lakewood Ranch, FL.

## From the Form ADV filing

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

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

- Flat fee: $500 to $10,000 (Full financial planning services)

> Full services are usually charged a fixed fee ranging from $500 and does not exceed $10,000 and depends on the complexity of your situation and the additional advisory services provided to you.

- Hourly rate: $300 to $500 an hour (Modular financial planning services)

> Modular services focus on specific areas of concern to you and are charged at an hourly fee ranging from $300 - $500 per hour.

- Subscription: $500 to $10,000 a year (On-going financial planning services)

> Fees for on-going financial planning services will range from $500 - $10,000 per year, billed quarterly in advance and due upon receipt of our billing statement.

- Hourly rate: $300 an hour (requested services after termination of financial planning services)

> After that, you are responsible for our time expended on the requested services, which is billed at $300 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $722,818,219
- Discretionary: $722,818,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,472 | $400,767,990 |
| High net worth individuals | 154 | $304,698,037 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 39 | $13,729,042 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $3,623,150 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 42 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, LA, MA, MD, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boynton Beach, FL
- Coral Springs, FL
- Sarasota, FL
- Weston, FL

### Websites listed on Form ADV (Item 1.I)
- [askglobalwealth.com](https://askglobalwealth.com)
- [globalwealthwomen.org](https://globalwealthwomen.org)
- Facebook @ASKGLOBALWEALTH
- Instagram @askglobalwealth
- LinkedIn @global-wealth-ma
- X @ASKGLOBALWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,917,020 | 7 | March 22, 2021 |
| October 2022 | $352,438,455 | 18 | July 13, 2022 |
| October 2023 | $331,402,981 | 18 | March 29, 2023 |
| October 2024 | $422,042,783 | 20 | March 28, 2024 |
| October 2025 | $529,098,628 | 11 | April 29, 2025 |
| October 2026 | $722,818,219 | 42 | March 27, 2026 |

Regulatory assets under management: $270,917,020 in the October 2021 data and $722,818,219 in the October 2026 data, up 167%.
Total employees: 7 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 10.
- Regulatory assets under management went from $529,098,628 to $722,818,219 (+37%).
- Added an office in Sarasota, FL.
- No longer lists an office in Lakewood Ranch, FL.

### January 2026
- Changed its office addresses in Coral Springs, FL.
- Changed its office addresses in Weston, FL.
- Added an office in Boynton Beach, FL.
- Added an office in Lakewood Ranch, FL.
- Registered or notice-filed in MA, NE, OH, TN.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Wealth Management Investment Advisory, Inc. (CRD 286005): Form ADV filing data as of October 2026.