Data / Investment advisers / Florida / Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc., Fort Lauderdale, FL: $723 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Global Wealth Management Investment Advisory, Inc. is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $723 million in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Global Wealth Management Investment Advisory, Inc. (CRD number 286005): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 286005
- SEC file number
- 801-110227
- SEC status
- Approved, effective April 10, 2017
- Main office
- 1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301
- Phone
- (954) 533-7144
- Website
- askglobalwealth.com
- Regulatory AUM
- $722,818,219 in the Form ADV filed October 8, 2026
- Discretionary AUM
- $722,818,219
- Accounts
- 3,687
- Employees
- 42, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 8, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,472 | $400.8 million |
| High net worth individuals | 154 | $304.7 million |
| Pension and profit sharing plans | 39 | $13.7 million |
| Corporations or other businesses | 2 | $3.6 million |
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 |
|---|---|---|
| April 1, 2026 | $722.8 million | March 27, 2026 |
| December 1, 2025 | $529.1 million | April 29, 2025 |
Other advisers in Fort Lauderdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| HOLDCO Asset Management, LP | Fort Lauderdale | $2.76 billion | 4 | adviserinfo.sec.gov |
| Occudo Quantitative Strategies LP | Fort Lauderdale | $2.22 billion | 1 | adviserinfo.sec.gov |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | $1.84 billion | 3 | adviserinfo.sec.gov |
| Infinitum Asset Management, LLC | Fort Lauderdale | $1.14 billion | 3 | adviserinfo.sec.gov |
| Channing Global Advisors, LLC | Fort Lauderdale | $1.11 billion | 3 | adviserinfo.sec.gov |
| Bh3 Fund Advisors, LLC | Fort Lauderdale | $578.1 million | 8 | adviserinfo.sec.gov |
| Fiori Financial Group | Fort Lauderdale | $567.4 million | Not listed | adviserinfo.sec.gov |
| Consilium Investment Management LLC | Fort Lauderdale | $540.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Lauderdale, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Global Wealth Management Investment Advisory, Inc. 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.