Global Wealth Management Investment Advisory, Inc.
● SEC registered since 2017CRD 286005SEC# 801-110227Fort Lauderdale, FL
Reg. AUM
$722.8M
Employees
42
Accounts
3,687
Location
Fort Lauderdale, FL
Global Wealth Management Investment Advisory, Inc. assets under management
Global Wealth Management Investment Advisory, Inc. is an investment advisory firm registered with the SEC based in Fort Lauderdale, FL. The firm has been registered since 2017. It reports $722.8 million in regulatory assets under management and employs 42 people.
Global Wealth Management Investment Advisory, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Montgomery Costa Control | Ceo | 50-75% | 2017 |
| Christopher Grant Conness Control | Director | 50-75% | 2018 |
| John Stanley Thomas Control | Cio | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Global Wealth Management Investment Advisory, Inc. manage?
Global Wealth Management Investment Advisory, Inc. reports $722.8 million in regulatory assets under management on its Form ADV.
How many employees does Global Wealth Management Investment Advisory, Inc. have?
Global Wealth Management Investment Advisory, Inc. reports 42 employees.
Where is Global Wealth Management Investment Advisory, Inc. located?
Global Wealth Management Investment Advisory, Inc. is based in Fort Lauderdale, FL and has been SEC-registered since 2017.
Does Global Wealth Management Investment Advisory, Inc. disclose fund performance?
Global Wealth Management Investment Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301 |
| Phone | 954-533-7144 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1767855 |
| Discloses disciplinary history | No |
Regulatory AUM
$722.8M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$722.8Mregulatory AUM
Discretionary $722.8M