GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

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Global Wealth Management Investment Advisory is based out of Fort Lauderdale. Global Wealth Management Investment Advisory is a large advisory firm with 545 clients and discretionary assets under management (AUM) of $148,603,003 (Form ADV from 2018-08-28). Their last reported 13F filing for Q4 2018 included $171,867,000 in managed 13F securities and a top 10 holdings concentration of 23.14%. Global Wealth Management Investment Advisory's largest holding is iShares Russell Top 200 Growth ETF with shares held of 80,036. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.97%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
2810 EAST OAKLAND PARK BLVD SUITE 101
FORT LAUDERDALE FL    33306
Country: United States

Business Phone: 866-405-1031
Fax: 954-514-7671
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Subscription fees,Fixed fees
Amount of client funds and securities: 23,125,800
Total Number of Clients: 545
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

ownership team - last updated 2018-06-01
Name Title Start Date Direct/Indirect % Ownership
THOMAS, JOHN, STANLEY CHIEF COMPLIANCE OFFICER, CIO 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL WEALTH MANAGEMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
COSTA, ANDREW, MONTGOMERY MANAGING MEMBER, CEO, COO 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GLOBAL WEALTH MANAGEMENT ADVISORY, LLC MANAGING MEMBER direct 2017-02-01
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. MANAGING MEMBER, CEO, COO, CLO direct 2017-02-01
CONNESS, CHRISTOPHER, GRANT MANAGING DIRECTOR 02/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. MANAGING DIRECTOR direct 2018-02-01

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