Data / Investment advisers / Florida / Global Trust Wealth Management LLC
Global Trust Wealth Management LLC, West Palm Beach, FL: $214 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Global Trust Wealth Management LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $214 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 333458
- SEC file number
- 801-131384
- SEC status
- Approved, effective November 4, 2024
- Main office
- 515 N. Flagler Drive Ste 1700, West Palm Beach, FL 33401
- Phone
- (561) 207-9696
- Website
- globaltrustwealth.com
- Regulatory AUM
- $213,655,374 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $204,859,734
- Non discretionary AUM
- $8,795,640
- Accounts
- 292
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $202.6 million |
| Individuals (other than high net worth individuals) | 45 | $10.4 million |
| Charitable organizations | 1 | $675,838 |
| Corporations or other businesses | 2 | $3,280 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $213.7 million | February 27, 2026 |
| December 1, 2025 | $207.2 million | April 30, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Storr Group | West Palm Beach | $309.5 million | 4 | adviserinfo.sec.gov |
| Afc Management, LLC | West Palm Beach | $275.8 million | Not listed | adviserinfo.sec.gov |
| Krusen Capital Management, LLC | West Palm Beach | $255.7 million | 1 | adviserinfo.sec.gov |
| Anchor Wealth Management Group LLC | West Palm Beach | $233 million | Not listed | adviserinfo.sec.gov |
| Velvet Sea Ventures | West Palm Beach | $229.1 million | 6 | adviserinfo.sec.gov |
| SRT Group LLC | West Palm Beach | $205.6 million | 1 | adviserinfo.sec.gov |
| Lightview Capital, LLC | West Palm Beach | $157.6 million | 5 | adviserinfo.sec.gov |
| Ruggiero Investments | West Palm Beach | $137.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Global Trust Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.