Global Wealth Management, L.c.
Global Wealth Management, L.c. is an SEC-registered wealth manager in Deerfield Beach, FL with $184.2M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Global Wealth Management, L.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150743, SEC 801-77847, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $184.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Deerfield Beach, FL
- Employees
- 4
- Clients
- 34
- CRD
- 150743
- Ownership
- HEIERLI, THOMAS, URS; Herr, Olaf; H&N HOLDING AG; Notzli, Silvan, Oliver; Zuellig, Anita
How much AUM does Global Wealth Management, L.c. have?
Global Wealth Management, L.c. reported $184.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Global Wealth Management, L.c.?
Disclosed owners and executives of Global Wealth Management, L.c. include HEIERLI, THOMAS, URS, Herr, Olaf, H&N HOLDING AG, Notzli, Silvan, Oliver, Zuellig, Anita. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.