GLOBAL WEALTH MANAGEMENT, L.C.
CRD #150743 SEC #801-77847 DEERFIELD BEACH, FL +1 (341) 201-5599
SEC Registered
Total AUM
$174.8M
Discretionary
$161M
Employees
3
Clients
0
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $174.8M | $161M | $13.9M | 3 | 0 |
| Jun 2025 | $174.8M | $161M | $13.9M | 3 | 0 |
| Jun 2025 | $174.8M | $161M | $13.9M | 3 | 0 |
| Mar 2025 | $174.8M | $161M | $13.9M | 3 | 0 |
| Jul 2024 | $124.6M | $115M | $9.5M | 3 | 0 |
| Jul 2024 | $124.6M | $115M | $9.5M | 3 | 0 |
| Mar 2024 | $124.6M | $115M | $9.5M | 3 | 0 |
| Nov 2023 | $120.3M | $109.3M | $11M | 2 | 0 |
| Nov 2023 | $120.3M | $109.3M | $11M | 2 | 0 |
| Mar 2023 | $120.3M | $109.3M | $11M | 2 | 0 |
| Mar 2022 | $135.3M | $122.2M | $13.1M | 2 | 0 |
| Feb 2021 | $126.5M | $105.8M | $20.7M | 2 | 10 |
| Jun 2020 | $110M | $86.9M | $23.1M | 2 | 0 |
| Mar 2020 | $110M | $86.9M | $23.1M | 2 | 0 |
| Mar 2019 | $100.3M | $59.9M | $40.4M | 3 | 0 |
| Mar 2018 | $110.6M | $61.8M | $48.8M | 3 | 5 |
| Mar 2017 | $96.5M | $47.4M | $49.1M | 2 | 26 |
| Mar 2016 | $106.4M | $33.1M | $73.3M | 3 | 26 |
| Mar 2015 | $136.6M | $41.5M | $95.1M | 3 | 26 |
| Feb 2014 | $147.2M | $51.2M | $95.9M | 3 | 26 |
| Sep 2013 | $149.4M | $49.5M | $100M | 2 | 26 |
| May 2013 | $149.4M | $49.5M | $100M | 2 | 26 |
| Mar 2013 | $149.4M | $49.5M | $100M | 2 | 26 |
DateNov 2025
Total AUM$174.8M
Discretionary$161M
Non-Disc.$13.9M
Employees3
Clients0
DateJun 2025
Total AUM$174.8M
Discretionary$161M
Non-Disc.$13.9M
Employees3
Clients0
DateJun 2025
Total AUM$174.8M
Discretionary$161M
Non-Disc.$13.9M
Employees3
Clients0
DateMar 2025
Total AUM$174.8M
Discretionary$161M
Non-Disc.$13.9M
Employees3
Clients0
DateJul 2024
Total AUM$124.6M
Discretionary$115M
Non-Disc.$9.5M
Employees3
Clients0
DateJul 2024
Total AUM$124.6M
Discretionary$115M
Non-Disc.$9.5M
Employees3
Clients0
DateMar 2024
Total AUM$124.6M
Discretionary$115M
Non-Disc.$9.5M
Employees3
Clients0
DateNov 2023
Total AUM$120.3M
Discretionary$109.3M
Non-Disc.$11M
Employees2
Clients0
DateNov 2023
Total AUM$120.3M
Discretionary$109.3M
Non-Disc.$11M
Employees2
Clients0
DateMar 2023
Total AUM$120.3M
Discretionary$109.3M
Non-Disc.$11M
Employees2
Clients0
DateMar 2022
Total AUM$135.3M
Discretionary$122.2M
Non-Disc.$13.1M
Employees2
Clients0
DateFeb 2021
Total AUM$126.5M
Discretionary$105.8M
Non-Disc.$20.7M
Employees2
Clients10
DateJun 2020
Total AUM$110M
Discretionary$86.9M
Non-Disc.$23.1M
Employees2
Clients0
DateMar 2020
Total AUM$110M
Discretionary$86.9M
Non-Disc.$23.1M
Employees2
Clients0
DateMar 2019
Total AUM$100.3M
Discretionary$59.9M
Non-Disc.$40.4M
Employees3
Clients0
DateMar 2018
Total AUM$110.6M
Discretionary$61.8M
Non-Disc.$48.8M
Employees3
Clients5
DateMar 2017
Total AUM$96.5M
Discretionary$47.4M
Non-Disc.$49.1M
Employees2
Clients26
DateMar 2016
Total AUM$106.4M
Discretionary$33.1M
Non-Disc.$73.3M
Employees3
Clients26
DateMar 2015
Total AUM$136.6M
Discretionary$41.5M
Non-Disc.$95.1M
Employees3
Clients26
DateFeb 2014
Total AUM$147.2M
Discretionary$51.2M
Non-Disc.$95.9M
Employees3
Clients26
DateSep 2013
Total AUM$149.4M
Discretionary$49.5M
Non-Disc.$100M
Employees2
Clients26
DateMay 2013
Total AUM$149.4M
Discretionary$49.5M
Non-Disc.$100M
Employees2
Clients26
DateMar 2013
Total AUM$149.4M
Discretionary$49.5M
Non-Disc.$100M
Employees2
Clients26