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Charles Herbert Boling-Lewis

GLOBAL WEALTH MANAGEMENT INC.·ROGERS, Arkansas
Clean recordGLOBAL WEALTH MANAGEMENT INC.
593 HORSEBARN ROAD, ROGERS, AR 72758CRD# 5455799Firm CRD# 115806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Herbert Boling-Lewis · ROGERS, AR
Registration
CRD #5455799 · GLOBAL WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Herbert Boling-Lewis is a registered financial advisor based in ROGERS, Arkansas, affiliated with GLOBAL WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GLOBAL WEALTH MANAGEMENT INC.
GLOBAL WEALTH MANAGEMENT INC.
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GLOBAL WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5455799
Firm CRD# 115806
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Herbert Boling-Lewis offer?
Charles Herbert Boling-Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROGERS, Arkansas for a consultation.
What are Charles Herbert Boling-Lewis's credentials?
Charles Herbert Boling-Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Herbert Boling-Lewis located?
Charles Herbert Boling-Lewis is based in ROGERS, Arkansas, working with GLOBAL WEALTH MANAGEMENT INC.. Their office serves clients in the ROGERS metropolitan area and surrounding communities.
How does Charles Herbert Boling-Lewis charge for services?
Charles Herbert Boling-Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL WEALTH MANAGEMENT INC.?
GLOBAL WEALTH MANAGEMENT INC. has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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