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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GEOGHAN, WILLIAM, AUSTIN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GRAHAM, EDWARD, A | I | CCO | NA | Control |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| GROSS, RICHARD, WARREN | I | TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| KINGSTON, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KINGSTON, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KINGSTON, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KINGSTON, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KINGSTON, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KINGSTON, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| PANDEY, SRIPAT | I | CCO | NA | |
| PANDEY, SRIPAT | I | CCO | NA | |
| PANDEY, SRIPAT | I | CCO | NA | |
| PANDEY, SRIPAT | I | CCO | NA | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEEHAN, JOY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEEHAN, JOY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| TUCHMAN, MARTIN | I | TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST | NA | |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLLURI, RAM, [NMN] | I | CHAIRMAN | E | Control |
| KOLLURI, RAM, [NMN] | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| MARTIN TUCHMAN REVOCABLE TRUST | DE | MEMBER | E | Control |
| SOOD, MUNISH | I | PRESIDENT & CHIEF INVESTMENT OFFICER | E | Control |
| SOOD, MUNISH | I | MANAGING MEMBER | D | Control |
| SOOD, MUNISH | I | LLC MEMBER | C | |
| SOOD, MUNISH | I | LLC MEMBER | C | |
| SOOD, MUNISH | I | LLC MEMBER | C | Control |
| SOOD, MUNISH | I | LLC MEMBER | C | Control |
| SOOD, MUNISH | I | LLC MEMBER | C | Control |
| KOLLURI, RAM, [NMN] | I | CHAIRMAN | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| KOLLURI, RAM, [NMN] | I | MEMBER | B | |
| PANDEY, SRIPAT | I | MANAGING MEMBER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| PANDEY, SRIPAT | I | CHIEF COMPLIANCE OFFICER | B | |
| Tuchman, Martin | I | MEMBER | B | |
| PANDEY, SRIPAT | I | MANAGING DIRECTOR | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | Control |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | Control |
| PANDEY, SRIPAT | I | MEMBER/ PRESIDENT | A | Control |
| PANDEY, SRIPAT | I | MEMBER/PRESIDENT | A | Control |
| PANDEY, SRIPAT | I | MEMBER/PRESIDENT | A | Control |
| PANDEY, SRIPAT | I | MEMBER/PRESIDENT | A | Control |
| SOOD, MUNISH | I | PRINCIPAL | A | |
| SOOD, MUNISH | I | PRINCIPAL | A | |
| SOOD, MUNISH | I | PRINCIPAL | A | |
| SOOD, MUNISH | I | PRINCIPAL | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GEOGHAN, WILLIAM, AUSTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| GROSS, RICHARD, WARREN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F | |
| TUCHMAN, MARTIN | I | MARTIN TUCHMAN REVOCABLE TRUST | F |
Registrations
Federal
IA
May 7, 2025 REGISTERED
Notice Filings (10)
CT FL GA MD NC NJ NY PA TX VA
Address
4420 ROUTE 27SUITE B
KINGSTON, NJ 08528
United States
Phone: 609-452-2929