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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| URISH, KENNETH, L. | I | MEMBER | D | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| LAMBERSON, JANE, ELIZABETH | I | MANAGER & MEMBER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SWOPE, RICHARD, LEO | I | MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 21, 2016 REGISTERED
Notice Filings (5)
FL LA NJ PA RI
Address
8955 FONTANA DEL SOL WAYNAPLES, FL 34109
United States
Phone: 239-919-2115