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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 1
- LEI
- LE305238
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEIERLI, THOMAS, URS | I | CEO | NA | Control |
| HEIERLI, THOMAS, URS | I | CEO | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| HEIERLI, THOMAS, URS | I | FOUNDER/DEPUTY CEO/MANAGING PARTNER | NA | Control |
| Herr, Olaf | I | DEPUTY CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| Herr, Olaf | I | DEPUTY CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| Herr, Olaf | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| Herr, Olaf | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| Herr, Olaf | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| Herr, Olaf | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Herr, Olaf | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Herr, Olaf | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Herr, Olaf | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Notzli, Silvan, Oliver | I | CIO/HEAD PORTFOLIO MANAGEMENT | NA | Control |
| Zuellig, Anita | I | CHIEF COMPLIANCE OFFICER | NA | |
| Zuellig, Anita | I | CHIEF COMPLIANCE OFFICER | NA | |
| Zuellig, Anita | I | CHIEF COMPLIANCE OFFICER | NA | |
| Zuellig, Anita | I | CHIEF COMPLIANCE OFFICER | NA | |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| H&N HOLDING AG | FE | MANAGING MEMBER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| HEIERLI, THOMAS, URS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEIERLI, THOMAS, URS | I | H&N HOLDING AG | C | Control |
| HEIERLI, THOMAS, URS | I | H&N HOLDING AG | C | Control |
| HEIERLI, THOMAS, URS | I | H&N HOLDING AG | C | Control |
| HEIERLI, THOMAS, URS | I | H&N HOLDING AG | C | Control |
| HEIERLI, THOMAS, URS | I | H&N HOLDING AG | C | Control |
| Herr, Olaf | I | H&N HOLDING AG | C | Control |
| Herr, Olaf | I | H&N HOLDING AG | C | Control |
| Herr, Olaf | I | H&N HOLDING AG | C | Control |
| Herr, Olaf | I | H&N HOLDING AG | C | Control |
| Herr, Olaf | I | H&N HOLDING AG | C | Control |
| Notzli, Silvan, Oliver | I | H&N HOLDING AG | C | Control |
| Notzli, Silvan, Oliver | I | H&N HOLDING AG | C | Control |
| Notzli, Silvan, Oliver | I | H&N HOLDING AG | C | Control |
| Notzli, Silvan, Oliver | I | H&N HOLDING AG | C | Control |
| Notzli, Silvan, Oliver | I | H&N HOLDING AG | C | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (4)
CA FL TX VT
Address
625 SE 10TH STREETBUILDING 3
DEERFIELD BEACH, FL 33441
United States
Phone: +1 (341) 201-5599