Investment adviser · CRD 144221

GLOBAL WEALTH CONSULTANTS, LLC

Investment adviser filing (IA)

NAPLES, FL, United States · Form ADV filed Mar 21, 2016

Regulatory AUM
$108M
Form ADV · Item 5.F
Client accounts
260
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 21, 2016. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

8955 FONTANA DEL SOL WAY
NAPLES, FL, 34109, United States

CRD 144221

Filing source

Form ADV 964096 · Mar 21, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.