DEERFIELD BEACH, FLCRD 150743Latest ADV March 31, 2026
Global Wealth Management, L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Deerfield Beach, FL. Its latest Form ADV filing, dated March 31, 2026, reports $184M in regulatory assets under management, 4 employees, 1 office, and 34 accounts.
Assets Under Management
$184M
Employees
4
Offices
1 office
Total Clients
34
Primary office
DEERFIELD BEACH, FL
625 SE 10TH STREET, BUILDING 3, DEERFIELD BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.8% of total clients.
Top client categories% of clientsClients
1
HNWI
61.8%
21
2
Individuals
20.6%
7
3
Corporations
17.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 31, 2026
Discretionary95.0%
$175M
95% of total RAUM95.0%
Non-discretionary5.0%
$9M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$184M
Total Accounts34
10Y AUM Change+$88M (+90.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee9:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.