Global Trust Wealth Management LLC
● SEC registered since 2024CRD 333458SEC# 801-131384West Palm Beach, FL
Reg. AUM
$213.7M
Employees
5
Accounts
292
Location
West Palm Beach, FL
Global Trust Wealth Management LLC assets under management
Global Trust Wealth Management LLC operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2024. It reports $213.7 million in regulatory assets under management and employs 5 people.
Global Trust Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Thomas Holt Control | Chief Compliance Officer/President | Under 5% | 2024 |
| Holt Family Office, Inc Control | Managing Member | Over 75% | 2024 |
| Ryan Michael Shore | Partner | 5-10% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Global Trust Wealth Management LLC manage?
Global Trust Wealth Management LLC reports $213.7 million in regulatory assets under management on its Form ADV.
How many employees does Global Trust Wealth Management LLC have?
Global Trust Wealth Management LLC reports 5 employees.
Where is Global Trust Wealth Management LLC located?
Global Trust Wealth Management LLC is based in West Palm Beach, FL and has been SEC-registered since 2024.
Does Global Trust Wealth Management LLC disclose fund performance?
Global Trust Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 515 N. Flagler Drive, Ste 1700, West Palm Beach, FL 33401 |
| Phone | 561-207-9696 |
| Office hours | 9a.m.-4p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.7M▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$213.7Mregulatory AUM
Discretionary $204.9MNon-discretionary $8.8M