GLOBAL WEALTH MANAGEMENT, LLC
CRD #153677 SEC #801-71368 KINGSTON, NJ 609-452-2929
SEC Registered
Total AUM
$231.1M
Discretionary
$211.7M
Employees
3
Clients
51
Accounts
215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $231.1M | $211.7M | $19.4M | 3 | 0 |
| Feb 2025 | $231.1M | $211.7M | $19.4M | 3 | 0 |
| Feb 2025 | $231.1M | $211.7M | $19.4M | 3 | 0 |
| Mar 2024 | $234.8M | $211.9M | $22.9M | 3 | 0 |
| Jan 2024 | $248M | $217.7M | $30.3M | 3 | 0 |
| May 2023 | $248M | $217.7M | $30.3M | 3 | 0 |
| May 2023 | $248M | $217.7M | $30.3M | 4 | 0 |
| Mar 2023 | $248M | $217.7M | $30.3M | 4 | 0 |
| Nov 2022 | $288.4M | $244.4M | $44M | 4 | 0 |
| Mar 2022 | $288.4M | $244.4M | $44M | 4 | 0 |
| Mar 2022 | $288.4M | $244.4M | $44M | 4 | 0 |
| May 2021 | $285.7M | $232.5M | $53.3M | 4 | 0 |
| Mar 2021 | $285.7M | $232.5M | $53.3M | 4 | 0 |
| Mar 2021 | $285.7M | $232.5M | $53.3M | 4 | 0 |
| Jun 2020 | $605.1M | $559.2M | $45.9M | 5 | 0 |
| Mar 2020 | $605.1M | $559.2M | $45.9M | 5 | 0 |
| Mar 2019 | $538.3M | $509M | $29.2M | 6 | 0 |
| Mar 2018 | $521.9M | $509.8M | $12.1M | 5 | 0 |
| Jan 2018 | $186.4M | $169.4M | $17M | 5 | 90 |
| Dec 2017 | $186.4M | $169.4M | $17M | 5 | 90 |
| Nov 2017 | $186.4M | $169.4M | $17M | 5 | 90 |
| Aug 2017 | $194.9M | $169.4M | $25.5M | 5 | 110 |
| May 2017 | $194.9M | $169.4M | $25.5M | 5 | 110 |
| Mar 2017 | $194.9M | $169.4M | $25.5M | 5 | 110 |
| Dec 2016 | $195.9M | $169.5M | $26.4M | 5 | 110 |
| Mar 2016 | $195.9M | $169.5M | $26.4M | 5 | 110 |
| Feb 2016 | $195.9M | $169.5M | $26.4M | 5 | 110 |
| Apr 2015 | $221.4M | $193.6M | $27.8M | 5 | 110 |
| Mar 2015 | $221.4M | $193.6M | $27.8M | 5 | 110 |
| Mar 2015 | $221.4M | $193.6M | $27.8M | 5 | 110 |
| Mar 2014 | $213.9M | $186.1M | $27.8M | 4 | 110 |
| Feb 2014 | $213.9M | $186.1M | $27.8M | 4 | 110 |
| Feb 2014 | $213.9M | $186.1M | $27.8M | 4 | 110 |
| Feb 2014 | $198.5M | $186.1M | $12.4M | 4 | 110 |
| Feb 2013 | $172.8M | $172.8M | $0 | 4 | 110 |
| Sep 2012 | $152.2M | $152.2M | $0 | 1 | 110 |
| Feb 2012 | $152.2M | $152.2M | $0 | 1 | 110 |
| Dec 2011 | $156.7M | $156.7M | $0 | 1 | 101 |
| Dec 2011 | $156.7M | $156.7M | $0 | 1 | 101 |
| Dec 2011 | $156.7M | $156.7M | $0 | 1 | 101 |
| Mar 2011 | $156.7M | $156.7M | $0 | 5 | -- |
| Jan 2011 | $156.7M | $156.7M | $0 | 5 | -- |
| Aug 2010 | $152.6M | $152.6M | $0 | 5 | -- |
DateMay 2025
Total AUM$231.1M
Discretionary$211.7M
Non-Disc.$19.4M
Employees3
Clients0
DateFeb 2025
Total AUM$231.1M
Discretionary$211.7M
Non-Disc.$19.4M
Employees3
Clients0
DateFeb 2025
Total AUM$231.1M
Discretionary$211.7M
Non-Disc.$19.4M
Employees3
Clients0
DateMar 2024
Total AUM$234.8M
Discretionary$211.9M
Non-Disc.$22.9M
Employees3
Clients0
DateJan 2024
Total AUM$248M
Discretionary$217.7M
Non-Disc.$30.3M
Employees3
Clients0
DateMay 2023
Total AUM$248M
Discretionary$217.7M
Non-Disc.$30.3M
Employees3
Clients0
DateMay 2023
Total AUM$248M
Discretionary$217.7M
Non-Disc.$30.3M
Employees4
Clients0
DateMar 2023
Total AUM$248M
Discretionary$217.7M
Non-Disc.$30.3M
Employees4
Clients0
DateNov 2022
Total AUM$288.4M
Discretionary$244.4M
Non-Disc.$44M
Employees4
Clients0
DateMar 2022
Total AUM$288.4M
Discretionary$244.4M
Non-Disc.$44M
Employees4
Clients0
DateMar 2022
Total AUM$288.4M
Discretionary$244.4M
Non-Disc.$44M
Employees4
Clients0
DateMay 2021
Total AUM$285.7M
Discretionary$232.5M
Non-Disc.$53.3M
Employees4
Clients0
DateMar 2021
Total AUM$285.7M
Discretionary$232.5M
Non-Disc.$53.3M
Employees4
Clients0
DateMar 2021
Total AUM$285.7M
Discretionary$232.5M
Non-Disc.$53.3M
Employees4
Clients0
DateJun 2020
Total AUM$605.1M
Discretionary$559.2M
Non-Disc.$45.9M
Employees5
Clients0
DateMar 2020
Total AUM$605.1M
Discretionary$559.2M
Non-Disc.$45.9M
Employees5
Clients0
DateMar 2019
Total AUM$538.3M
Discretionary$509M
Non-Disc.$29.2M
Employees6
Clients0
DateMar 2018
Total AUM$521.9M
Discretionary$509.8M
Non-Disc.$12.1M
Employees5
Clients0
DateJan 2018
Total AUM$186.4M
Discretionary$169.4M
Non-Disc.$17M
Employees5
Clients90
DateDec 2017
Total AUM$186.4M
Discretionary$169.4M
Non-Disc.$17M
Employees5
Clients90
DateNov 2017
Total AUM$186.4M
Discretionary$169.4M
Non-Disc.$17M
Employees5
Clients90
DateAug 2017
Total AUM$194.9M
Discretionary$169.4M
Non-Disc.$25.5M
Employees5
Clients110
DateMay 2017
Total AUM$194.9M
Discretionary$169.4M
Non-Disc.$25.5M
Employees5
Clients110
DateMar 2017
Total AUM$194.9M
Discretionary$169.4M
Non-Disc.$25.5M
Employees5
Clients110
DateDec 2016
Total AUM$195.9M
Discretionary$169.5M
Non-Disc.$26.4M
Employees5
Clients110
DateMar 2016
Total AUM$195.9M
Discretionary$169.5M
Non-Disc.$26.4M
Employees5
Clients110
DateFeb 2016
Total AUM$195.9M
Discretionary$169.5M
Non-Disc.$26.4M
Employees5
Clients110
DateApr 2015
Total AUM$221.4M
Discretionary$193.6M
Non-Disc.$27.8M
Employees5
Clients110
DateMar 2015
Total AUM$221.4M
Discretionary$193.6M
Non-Disc.$27.8M
Employees5
Clients110
DateMar 2015
Total AUM$221.4M
Discretionary$193.6M
Non-Disc.$27.8M
Employees5
Clients110
DateMar 2014
Total AUM$213.9M
Discretionary$186.1M
Non-Disc.$27.8M
Employees4
Clients110
DateFeb 2014
Total AUM$213.9M
Discretionary$186.1M
Non-Disc.$27.8M
Employees4
Clients110
DateFeb 2014
Total AUM$213.9M
Discretionary$186.1M
Non-Disc.$27.8M
Employees4
Clients110
DateFeb 2014
Total AUM$198.5M
Discretionary$186.1M
Non-Disc.$12.4M
Employees4
Clients110
DateFeb 2013
Total AUM$172.8M
Discretionary$172.8M
Non-Disc.$0
Employees4
Clients110
DateSep 2012
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees1
Clients110
DateFeb 2012
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees1
Clients110
DateDec 2011
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees1
Clients101
DateDec 2011
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees1
Clients101
DateDec 2011
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees5
Clients--