Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

GLOBAL TRUST WEALTH MANAGEMENT LLC

dba GLOBAL TRUST WEALTH MANAGEMENT LLC · CRD 333458 · Registered Investment Adviser

GLOBAL TRUST WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in WEST PALM BEACH, FL. The firm reports $213,655,374 in regulatory assets under management across 292 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$204,859,734
Non-discretionary$8,795,640
Total RAUM$213,655,374
Accounts292

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 333458. adviserinfo.sec.gov/firm/summary/333458.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.