Unclaimed Profile

Olaf Herr

GLOBAL WEALTH MANAGEMENT, L.C.·DEERFIELD BEACH, Florida

Series 65Clean record2 years registeredGLOBAL WEALTH MANAGEMENT, L.C.

625 SE 10TH STREET, DEERFIELD BEACH, FL 33441CRD# 7818262Firm CRD# 150743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Olaf Herr · DEERFIELD BEACH, FL

Registration

CRD #7818262 · GLOBAL WEALTH MANAGEMENT, L.C. · 2 years registered

Brand Profile

Not yet started

Career History

WEALTH MANAGEMENT GROUP AG

Apr 2026 – present

GLOBAL WEALTH MANAGEMENT, L.C.

Feb 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 28, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL WEALTH MANAGEMENT, L.C.

CRD 150743 · SEC 801-77847

AUM

$125M

Regulatory assets under management

Employees

34 client accounts

Services offered by GLOBAL WEALTH MANAGEMENT, L.C.

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GLOBAL WEALTH MANAGEMENT, L.C. →

Introduction

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Frequently Asked Questions

What services does Olaf Herr offer?

Olaf Herr specializes in Investment Management, Fee-Only Advisory. Contact their office in DEERFIELD BEACH, Florida for a consultation.

What are Olaf Herr's credentials?

Olaf Herr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Olaf Herr located?

Olaf Herr is based in DEERFIELD BEACH, Florida, working with GLOBAL WEALTH MANAGEMENT, L.C.. Their office serves clients in the DEERFIELD BEACH metropolitan area and surrounding communities.

How does Olaf Herr charge for services?

Olaf Herr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL WEALTH MANAGEMENT, L.C.?

GLOBAL WEALTH MANAGEMENT, L.C. has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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