Unclaimed Profile

Olaf Herr

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

Clean recordGLOBAL 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Olaf Herr is a registered financial advisor based in DEERFIELD BEACH, Florida, affiliated with GLOBAL WEALTH MANAGEMENT, L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GLOBAL WEALTH MANAGEMENT, L.C.

AUM

$125M

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7818262

Firm CRD# 150743

View on FINRA BrokerCheck →

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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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