RIA Intelligence

GLOBAL TRUST WEALTH MANAGEMENT LLC

CRD #333458 SEC #801-131384 WEST PALM BEACH, FL 561-207-9696
SEC Registered
Total AUM
$207.2M
Discretionary
$200.3M
Employees
5
Clients
0
Accounts
278

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT, EDWARD, THOMASICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
HOLT FAMILY OFFICE, INCDEMANAGING MEMBERE Control
SHORE, RYAN, MICHAELIPARTNERA
SHORE, RYAN, MICHAELIPARTNERA
SHORE, RYAN, MICHAELIPARTNERA
Teufel, Shawn, MichaelIPARTNERA
Teufel, Shawn, MichaelIPARTNERA
Teufel, Shawn, MichaelIPARTNERA

Registrations

Federal

IA
Apr 30, 2025 REGISTERED

Notice Filings (4)

CT FL NY TX

Address

515 N. FLAGLER DRIVE
STE 1700
WEST PALM BEACH, FL 33401
United States
Phone: 561-207-9696