Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. is an SEC-registered mass-market adviser in Fort Lauderdale, FL with $722.8M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Global Wealth Management Investment Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286005, SEC 801-110227, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $722.8M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Fort Lauderdale, FL
- Employees
- 42
- Clients
- 1,667
- CRD
- 286005
- Ownership
- COSTA, ANDREW, MONTGOMERY; CONNESS, CHRISTOPHER, GRANT; THOMAS, JOHN, STANLEY; Curry, Erin, Elizabeth; LOVE, LEJEANA, LATRICE
How much AUM does Global Wealth Management Investment Advisory, Inc. have?
Global Wealth Management Investment Advisory, Inc. reported $722.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Global Wealth Management Investment Advisory, Inc.?
Disclosed owners and executives of Global Wealth Management Investment Advisory, Inc. include COSTA, ANDREW, MONTGOMERY, CONNESS, CHRISTOPHER, GRANT, THOMAS, JOHN, STANLEY, Curry, Erin, Elizabeth, LOVE, LEJEANA, LATRICE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.