GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
FORT LAUDERDALE, FLCRD 286005Latest ADV March 27, 2026
Global Wealth Management Investment Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 27, 2026, reports $723M in regulatory assets under management, 42 employees, 4 offices, and 3,687 accounts.
Assets Under Management
$723M
Employees
42
Offices
4 offices
Total Clients
1,667
Primary office
FORT LAUDERDALE, FL
1301 EAST BROWARD BLVD, SUITE 200, FORT LAUDERDALE, FL, United States
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
1,472
2
HNWI
9.2%
154
3
Pension Plans
2.3%
39
4
Corporations
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$723Mas of March 27, 2026
Discretionary100.0%
$723M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$723M
Total Accounts3,687
10Y AUM Change+$723M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee40:1
10Y Employee Change+27 (+180.0%)
* 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.