GLOBAL WEALTH MANAGEMENT, LLC

KINGSTON, New Jersey·4 registered advisors·CRD# 153677

SEC# 801-713680609-452-2929

01

Firm Overview

AUM

$235M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at GLOBAL WEALTH MANAGEMENT, LLC

4 registered advisors

Edward A Graham

KINGSTON, New Jersey

Ram [nmn] Kolluri

KINGSTON, New Jersey

KINGSTON, New Jersey

Timothy Kingston

KINGSTON, New Jersey

05

Office Locations

KINGSTON, New Jersey

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Data sourced from SEC Form ADV filings. GLOBAL WEALTH MANAGEMENT, LLC (CRD# 153677) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.