# Global Wealth Management, LLC

> Global Wealth Management, LLC is an SEC-registered investment advisory firm in Kingston, NJ, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 153677
- Filed as: GLOBAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kingston, NJ
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153677
- AdvisorCensus page: https://advisorcensus.com/firm/global-wealth-management-llc-kingston-nj-153677

## Quick answers

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

**Where is Global Wealth Management, LLC located?**
Global Wealth Management, LLC's principal office is in Kingston, NJ, according to its Form ADV.

**Is Global Wealth Management, LLC registered with the SEC or a state?**
Global Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153677.

**How much does Global Wealth Management, LLC manage?**
Global Wealth Management, LLC reports $245,661,289 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (89% discretionary).

**How have Global Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Global Wealth Management, LLC: Regulatory assets under management: $285,710,124 in the October 2021 data and $245,661,289 in the October 2026 data, down 14%. Total employees: 4 in October 2021 and 3 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, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (30); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

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

**Does Global 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/153677

**Does Global Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "Minimum account size for Investment Management Services is generally $500,000."

**What changed in Global Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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

> Minimum account size for Investment Management Services is generally $500,000.

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.
- Interactive Brokers Corp.

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: $245,661,289
- Discretionary: $219,218,237
- Non-discretionary: $26,443,052

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $20,150,076 |
| High net worth individuals | 31 | $160,159,207 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27,327,680 |
| Charitable organizations | 4 | $16,504,751 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | 3 | $7,555,985 |
| Insurance companies | 2 | $13,810,814 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 1 | $152,776 |
| Other | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $285,710,124 | 4 | May 18, 2021 |
| October 2022 | $288,410,168 | 4 | March 24, 2022 |
| October 2023 | $248,014,284 | 3 | May 19, 2023 |
| October 2024 | $234,796,634 | 3 | March 11, 2024 |
| October 2025 | $231,149,255 | 3 | May 7, 2025 |
| October 2026 | $245,661,289 | 3 | February 27, 2026 |

Regulatory assets under management: $285,710,124 in the October 2021 data and $245,661,289 in the October 2026 data, down 14%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- 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, LLC (CRD 153677): Form ADV filing data as of October 2026.