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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Curry, Erin, Elizabeth | I | CHIEF OPERATING OFFICER | NA | Control |
| Curry, Erin, Elizabeth | I | CHIEF OPERATING OFFICER | NA | Control |
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOVE, LEJEANA, LATRICE | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CHIEF COMPLIANCE OFFICER, CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CIO | NA | Control |
| THOMAS, JOHN, STANLEY | I | CIO | NA | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CLO | E | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CLO | E | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CLO | E | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CLO | E | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CLO | E | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CLO | E | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER | E | Control |
| CONNESS, CHRISTOPHER, GRANT | I | MANAGING DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | MANAGING DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | MANAGING DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | MANAGING DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| CONNESS, CHRISTOPHER, GRANT | I | DIRECTOR | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | MANAGING MEMBER, CEO, COO, CIO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
| COSTA, ANDREW, MONTGOMERY | I | CEO | D | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (20)
AZ CA CO FL GA LA MA MD MI NC NE NH NJ NY OH PA SC TN TX VA
Address
1301 EAST BROWARD BLVDSUITE 200
FORT LAUDERDALE, FL 33301
United States
Phone: 866-405-1031