GLOBAL WEALTH MANAGEMENT INC.
CRD #115806 SEC #801-60614 ROGERS, AR 479-715-0023
SEC Registered
Total AUM
$40.5M
Discretionary
$40.5M
Employees
1
Clients
11
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $40.5M | $40.5M | $0 | 1 | 328 |
| Apr 2012 | $40.5M | $40.5M | $0 | 1 | 328 |
| Mar 2011 | $43.8M | $43.8M | $0 | 5 | -- |
| Apr 2010 | $31.1M | $31.1M | $0 | 5 | -- |
| May 2007 | $36M | $36M | $0 | 5 | -- |
| Mar 2007 | $36M | $36M | $0 | 5 | -- |
| Mar 2006 | $35.3M | $35.3M | $0 | 5 | -- |
| Sep 2001 | $26.1M | $26.1M | $0 | 5 | -- |
DateMay 2012
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees1
Clients328
DateApr 2012
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees1
Clients328
DateMar 2011
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--