Global Wealth Management, LLC
Global Wealth Management, LLC is an SEC-registered wealth manager in Kingston, NJ with $245.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Global Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153677, SEC 801-71368, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $245.7M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Kingston, NJ
- Employees
- 3
- Clients
- 71
- CRD
- 153677
- Ownership
- SOOD, MUNISH; GRAHAM, EDWARD, A; KOLLURI, RAM, [NMN]; PANDEY, SRIPAT; MARTIN TUCHMAN REVOCABLE TRUST
How much AUM does Global Wealth Management, LLC have?
Global Wealth Management, LLC reported $245.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Global Wealth Management, LLC?
Disclosed owners and executives of Global Wealth Management, LLC include SOOD, MUNISH, GRAHAM, EDWARD, A, KOLLURI, RAM, [NMN], PANDEY, SRIPAT, MARTIN TUCHMAN REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.