Global Trust Wealth Management LLC
Global Trust Wealth Management LLC is an SEC-registered wealth manager in West Palm Beach, FL with $213.7M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Global Trust Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333458, SEC 801-131384, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $213.7M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- West Palm Beach, FL
- Employees
- 5
- Clients
- 91
- CRD
- 333458
- Ownership
- HOLT, EDWARD, THOMAS; HOLT FAMILY OFFICE, INC; SHORE, RYAN, MICHAEL; Teufel, Shawn, Michael
How much AUM does Global Trust Wealth Management LLC have?
Global Trust Wealth Management LLC reported $213.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Global Trust Wealth Management LLC?
Disclosed owners and executives of Global Trust Wealth Management LLC include HOLT, EDWARD, THOMAS, HOLT FAMILY OFFICE, INC, SHORE, RYAN, MICHAEL, Teufel, Shawn, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.