{
  "crd_number": 150743,
  "slug": "global-wealth-management-l-c-deerfield-beach-fl-150743",
  "primary_business_name": "GLOBAL WEALTH MANAGEMENT, L.C.",
  "legal_name": "GLOBAL WEALTH MANAGEMENT, L.C.",
  "dbas": [],
  "city": "Deerfield Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-05-20",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 184189318.0,
  "raum_discretionary": 174920787.0,
  "raum_non_discretionary": 9268531.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 4668953.0,
      "count": 7
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 149177908.0,
      "count": 21
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 30342457.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "TX"
  ],
  "websites": [
    "https://gwm-ch.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150743",
  "city_as_filed": "DEERFIELD BEACH",
  "url": "https://advisorcensus.com/firm/global-wealth-management-l-c-deerfield-beach-fl-150743",
  "display_name": "Global Wealth Management, L.C.",
  "summary": "Global Wealth Management, L.C. is an SEC-registered investment advisory firm in Deerfield Beach, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Global Wealth Management, L.C. (CRD 150743): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Global Wealth Management, L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Global Wealth Management, L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Global Wealth Management, L.C. located?",
      "a": "Global Wealth Management, L.C.'s principal office is in Deerfield Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Global Wealth Management, L.C. registered with the SEC or a state?",
      "a": "Global Wealth Management, L.C. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 150743."
    },
    {
      "q": "How much does Global Wealth Management, L.C. manage?",
      "a": "Global Wealth Management, L.C. reports $184,189,318 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary)."
    },
    {
      "q": "How have Global Wealth Management, L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Global Wealth Management, L.C.: Regulatory assets under management: $126,500,511 in the October 2021 data and $184,189,318 in the October 2026 data, up 46%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Global Wealth Management, L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (7); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Global Wealth Management, L.C. use?",
      "a": "Global Wealth Management, L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel AG, Interactive Brokers LLC and Oddo-BHF as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Global Wealth Management, L.C. report any disciplinary disclosures?",
      "a": "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/150743"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 126500511.0,
      "total_employees": 2,
      "filing_date": "2021-02-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 135334786.0,
      "total_employees": 2,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 120270573.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124557166.0,
      "total_employees": 3,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 174842252.0,
      "total_employees": 3,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184189318.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank Vontobel AG",
      "name_as_filed": "BANK VONTOBEL AG",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Oddo-BHF",
      "name_as_filed": "ODDO-BHF",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/global-wealth-management-l-c-deerfield-beach-fl-150743.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4668953.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 149177908.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 30342457.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150743",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}