KINGSTON, NJCRD 153677Latest ADV February 27, 2026
Global Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kingston, NJ. Its latest Form ADV filing, dated February 27, 2026, reports $246M in regulatory assets under management, 3 employees, and 204 accounts.
Assets Under Management
$246M
Employees
3
Offices
--
Total Clients
76
Primary office
KINGSTON, NJ
4420 ROUTE 27, SUITE B, KINGSTON, NJ, 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 40.8% of total clients.
Top client categories% of clientsClients
1
HNWI
40.8%
31
2
Individuals
39.5%
30
3
Pension Plans
6.6%
5
4
Charitable
5.3%
4
5
Other Advisers
3.9%
3
Categories with <5 clients
COURTESY/EMPLOYEES<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of February 27, 2026
Discretionary89.2%
$219M
89% of total RAUM89.2%
Non-discretionary10.8%
$26M
11% of total RAUM10.8%
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$246M
Total Accounts204
10Y AUM Change+$51M (+26.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee25:1
10Y Employee Change-2 (-40.0%)
* 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.