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GLOBAL WEALTH MANAGEMENT, L.C.
GLOBAL WEALTH MANAGEMENT, L.C.
DEERFIELD BEACH, Florida
·
3 registered advisors
·
CRD# 150743
SEC# 801-77847
1
+1-305-851-2476
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at GLOBAL WEALTH MANAGEMENT, L.C.
3 registered advisors
Olaf Herr
DEERFIELD BEACH, Florida
CRD# 7818262
Silvan Oliver Notzli
DEERFIELD BEACH, Florida
CRD# 7827676
Thomas Urs Heierli
DEERFIELD BEACH, Florida
CRD# 2694377
05
Office Locations
DEERFIELD BEACH, Florida
3 advisors
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Data sourced from SEC Form ADV filings. GLOBAL WEALTH MANAGEMENT, L.C. (CRD# 150743) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.