Investment adviser · CRD 153677

GLOBAL WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

KINGSTON, NJ, United States · Form ADV filed Feb 27, 2026

Regulatory AUM: $246M
Client accounts: 204
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	31	$160,159,207	65.2%
Retirement plans	5	$27,327,680	11.1%
Individuals	30	$20,150,076	8.2%
Charities	Fewer than 5	$16,504,751	6.7%
Insurance companies	Fewer than 5	$13,810,814	5.6%
Other investment advisers	Fewer than 5	$7,555,985	3.1%
Corporations & businesses	Fewer than 5	$152,776	0.1%
Government entities	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Other clients	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2054837 · Feb 27, 2026 · Item 5.D

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

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: Feb 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

4420 ROUTE 27, SUITE B
KINGSTON, NJ, 08528, United States

CRD 153677

Filing source

Form ADV 2054837 · Feb 27, 2026 · 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.