Firm profile

GLOBAL TRUST WEALTH MANAGEMENT LLC

WEST PALM BEACH, FLCRD 333458Latest ADV February 27, 2026

Global Trust Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated February 27, 2026, reports $214M in regulatory assets under management, 5 employees, and 292 accounts.

Assets Under Management
$214M
Employees
5
Offices
--
Total Clients
91
Primary office
WEST PALM BEACH, FL
515 N. FLAGLER DRIVE, STE 1700, WEST PALM BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOEdward T. Holt
CCOEdward T. Holt

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
45
2
HNWI
47.3%
43
3
Corporations
2.2%
2
4
Charitable
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$214Mas of February 27, 2026
Discretionary95.9%
$205M
96% of total RAUM95.9%
Non-discretionary4.1%
$9M
4% of total RAUM4.1%
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.

Latest AUM$214M
Total Accounts292
10Y AUM Change+$214M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee18:1
10Y Employee Change+1 (+25.0%)

* 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.