Global Wealth Management Investment Advisory is an investment advisor in Fort Lauderdale with $352.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820603224
SEC advisor number
801-71368
FINRA CRD number
153677
AUM ?
$234.80 mm
(as of 11 Mar 24)
Accounts
249
(as of 11 Mar 24)
Employees
3
(3 investment advisory or research)
Address
Global Wealth Management Investment Advisory
2810 E OAKLAND PARK BLVD., STE 101
FORT LAUDERDALE
FL 33306
2810 E OAKLAND PARK BLVD., STE 101
FORT LAUDERDALE
FL 33306
Phone
954-533-7144
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22