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GLOBAL WEALTH CONSULTANTS, LLC
GLOBAL WEALTH CONSULTANTS, LLC
NAPLES, Florida
·
1 registered advisor
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CRD# 144221
SEC# 801-68143
239-919-2115
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 Management
Fee-Only Advisory
04
Advisors at GLOBAL WEALTH CONSULTANTS, LLC
1 registered advisor
Richard Leo Swope
NAPLES, Florida
CRD# 3231799
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
.