GLOBAL WEALTH CONSULTANTS, LLC

NAPLES, Florida·1 registered advisor·CRD# 144221
SEC# 801-68143239-919-2115
01

Firm Overview

AUM
$108M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at GLOBAL WEALTH CONSULTANTS, LLC

1 registered advisor
Richard Leo Swope
NAPLES, Florida
05

Office Locations

NAPLES, Florida
1 advisor

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Data sourced from SEC Form ADV filings. GLOBAL WEALTH CONSULTANTS, LLC (CRD# 144221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.