GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD #286005 SEC #801-110227 FORT LAUDERDALE, FL 866-405-1031
SEC Registered
Total AUM
$529.1M
Discretionary
$529.1M
Employees
11
Clients
1
Accounts
3,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $529.1M | $529.1M | $0 | 11 | 0 |
| Apr 2025 | $529.1M | $529.1M | $0 | 11 | 0 |
| Apr 2025 | $529.1M | $529.1M | $0 | 11 | 0 |
| Mar 2024 | $422M | $422M | $0 | 20 | 0 |
| Mar 2023 | $331.4M | $331.4M | $0 | 18 | 0 |
| Jul 2022 | $352.4M | $352.4M | $0 | 18 | 0 |
| Mar 2022 | $352.4M | $352.4M | $0 | 18 | 0 |
| Mar 2021 | $270.9M | $270.9M | $0 | 7 | 1 |
| Jun 2020 | $221.4M | $221.4M | $0 | 7 | 1 |
| May 2020 | $221.4M | $221.4M | $0 | 7 | 1 |
| Mar 2020 | $221.4M | $221.4M | $0 | 7 | 1 |
| Oct 2019 | $171M | $171M | $0 | 10 | 1 |
| Mar 2019 | $171M | $171M | $0 | 10 | 1 |
| Aug 2018 | $148.6M | $148.6M | $0 | 14 | 4 |
| Jun 2018 | $148.6M | $148.6M | $0 | 14 | 4 |
| Apr 2018 | $148.6M | $148.6M | $0 | 14 | 4 |
| Feb 2018 | $110.7M | $110.7M | $0 | 15 | 4 |
| Aug 2017 | $110.7M | $110.7M | $0 | 15 | 0 |
| Aug 2017 | $110.7M | $110.7M | $0 | 15 | 0 |
| Jul 2017 | $0 | $0 | $0 | 15 | 0 |
| Jun 2017 | $0 | $0 | $0 | 15 | 0 |
| May 2017 | $0 | $0 | $0 | 15 | 0 |
| Apr 2017 | $0 | $0 | $0 | 15 | 0 |
| Mar 2017 | $0 | $0 | $0 | 15 | 0 |
DateDec 2025
Total AUM$529.1M
Discretionary$529.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2025
Total AUM$529.1M
Discretionary$529.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2025
Total AUM$529.1M
Discretionary$529.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$331.4M
Discretionary$331.4M
Non-Disc.$0
Employees18
Clients0
DateJul 2022
Total AUM$352.4M
Discretionary$352.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$352.4M
Discretionary$352.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees7
Clients1
DateMay 2020
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2020
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees7
Clients1
DateOct 2019
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients1
DateMar 2019
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients1
DateAug 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees14
Clients4
DateJun 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees14
Clients4
DateApr 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees14
Clients4
DateFeb 2018
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees15
Clients4
DateAug 2017
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees15
Clients0
DateAug 2017
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees15
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0