GLOBAL WEALTH CONSULTANTS, LLC
CRD #144221 SEC #801-68143 NAPLES, FL 239-919-2115
SEC Registered
Total AUM
$108.2M
Discretionary
$108.2M
Employees
5
Clients
--
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $108.2M | $108.2M | $0 | 5 | 26 |
| Feb 2015 | $107.5M | $107.5M | $0 | 6 | 26 |
| Mar 2014 | $95.5M | $95.5M | $0 | 6 | 26 |
| Apr 2013 | $93M | $93M | $0 | 8 | 26 |
| Mar 2012 | $91.2M | $91.2M | $0 | 1 | 26 |
| Nov 2010 | $83.9M | $83.9M | $0 | 5 | -- |
| Sep 2010 | $83.9M | $83.9M | $0 | 5 | -- |
| Jul 2010 | $83.9M | $83.9M | $0 | 5 | -- |
| Mar 2008 | $31.2M | $31.2M | $0 | 5 | -- |
| Jan 2008 | $26M | $26M | $0 | 5 | -- |
| Nov 2007 | $26M | $26M | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2016
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees5
Clients26
DateFeb 2015
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees6
Clients26
DateApr 2013
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees8
Clients26
DateMar 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees1
Clients26
DateNov 2010
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--