Global Wealth Management, L.c.
● SEC registered since 2013CRD 150743SEC# 801-77847Deerfield Beach, FL
Reg. AUM
$184.2M
Employees
4
Accounts
34
Location
Deerfield Beach, FL
Global Wealth Management, L.c. assets under management
Global Wealth Management, L.c. is a registered investment adviser overseen by the SEC based in Deerfield Beach, FL. The firm has been registered since 2013. It reports $184.2 million in regulatory assets under management and employs 4 people.
Global Wealth Management, L.c. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anita Zuellig | Chief Compliance Officer | Under 5% | 2025 |
| H&n Holding AG Control | Managing Member | Over 75% | 2023 |
| Olaf Herr Control | Chief Executive Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Global Wealth Management, L.c. manage?
Global Wealth Management, L.c. reports $184.2 million in regulatory assets under management on its Form ADV.
How many employees does Global Wealth Management, L.c. have?
Global Wealth Management, L.c. reports 4 employees.
Where is Global Wealth Management, L.c. located?
Global Wealth Management, L.c. is based in Deerfield Beach, FL and has been SEC-registered since 2013.
Does Global Wealth Management, L.c. disclose fund performance?
Global Wealth Management, L.c. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 625 SE 10th Street, Building 3, Deerfield Beach, FL 33441 |
| Phone | +1 (341) 201-5599 |
| Office hours | 08:00 - 17:00 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1576684 |
| Discloses disciplinary history | No |
Regulatory AUM
$184.2M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$184.2Mregulatory AUM
Discretionary $174.9MNon-discretionary $9.3M