Global Wealth Management, LLC
● SEC registered since 2010CRD 153677SEC# 801-71368Kingston, NJ
Reg. AUM
$245.7M
Employees
3
Accounts
204
Location
Kingston, NJ
Global Wealth Management, LLC assets under management
Global Wealth Management, LLC is an investment advisory firm registered with the SEC based in Kingston, NJ. The firm has been registered since 2010. It reports $245.7 million in regulatory assets under management and employs 3 people.
Global Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward A Graham Control | Cco | Under 5% | 2021 |
| Martin Tuchman Revocable Trust Control | Member | Over 75% | 2017 |
| Ram [nmn] Kolluri | Member | 10-25% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Global Wealth Management, LLC manage?
Global Wealth Management, LLC reports $245.7 million in regulatory assets under management on its Form ADV.
How many employees does Global Wealth Management, LLC have?
Global Wealth Management, LLC reports 3 employees.
Where is Global Wealth Management, LLC located?
Global Wealth Management, LLC is based in Kingston, NJ and has been SEC-registered since 2010.
Does Global Wealth Management, LLC disclose fund performance?
Global 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 | 4420 Route 27, Suite B, Kingston, NJ 08528 |
| Phone | 609-452-2929 |
| Fax | 609-452-0048 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$245.7M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$245.7Mregulatory AUM
Discretionary $219.2MNon-discretionary $26.4M