Global Trust
Global Trust is an SEC-registered wealth manager in Palm Beach Gardens, FL with $384.5M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Global Trust: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143120, SEC 801-68778, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $384.5M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 12
- Clients
- 274
- CRD
- 143120
- Ownership
- HOLT, EDWARD, THOMAS; HENDRIX, ROBERT, WAYNE; BRESCIA, BRIAN, JOSEPH; VARGA, ALEXIA, GEORGIA; LITTKY, JOSEPH, HAROLD
How much AUM does Global Trust have?
Global Trust reported $384.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Global Trust?
Disclosed owners and executives of Global Trust include HOLT, EDWARD, THOMAS, HENDRIX, ROBERT, WAYNE, BRESCIA, BRIAN, JOSEPH, VARGA, ALEXIA, GEORGIA, LITTKY, JOSEPH, HAROLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.