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Thomas Urs Heierli

GLOBAL WEALTH MANAGEMENT, L.C.·DEERFIELD BEACH, Florida
Series 24, Series 65Clean record16 years registeredGLOBAL WEALTH MANAGEMENT, L.C.
625 SE 10TH STREET, DEERFIELD BEACH, FL 33441CRD# 2694377Firm CRD# 150743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Urs Heierli · DEERFIELD BEACH, FL
Registration
CRD #2694377 · GLOBAL WEALTH MANAGEMENT, L.C. · 16 years registered
Brand Profile
Not yet started
01

Career History

WEALTH MANAGEMENT GROUP AG
May 2026 – present
GLOBAL WEALTH MANAGEMENT, L.C.
Oct 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 24
Series 65
Registration record
First registered · October 9, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLOBAL WEALTH MANAGEMENT, L.C.
CRD 150743 · SEC 801-77847
AUM
$125M
Regulatory assets under management
Employees
3
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. →
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05

Frequently Asked Questions

What services does Thomas Urs Heierli offer?
Thomas Urs Heierli specializes in Investment Management, Fee-Only Advisory. Contact their office in DEERFIELD BEACH, Florida for a consultation.
What are Thomas Urs Heierli's credentials?
Thomas Urs Heierli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Urs Heierli located?
Thomas Urs Heierli 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 Thomas Urs Heierli charge for services?
Thomas Urs Heierli'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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Olaf Herr
DEERFIELD BEACH, FL

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