Global Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1655 N Commerce Pkwy Ste 301, Weston, Fl...

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
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2
1
1

About Global Wealth Management

Does Your Big-Name Investment Firm Know Yours? Its Time To Get Personal. Call 888-233-6165 to schedule your complimentary, no-obligation meeting today. At Global Wealth Management, the company's clients are the company's only priority. As an independent investment management firm without shareholders, the investments the company recommend are never chosen by a company mandate to push proprietary financial products. The company's advice is customized to meet the dynamic needs of the company's clients. Together, the company develops a financial plan that takes into account your current situation and goals. The company take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. The company get to know each client, and their family, and are always available to discuss questions or concerns that may arise. Global Wealth Management provides industry experience in: -- Private Asset Management -- Retirement Income Planning -- PortfRead more
Global Wealth Management's Social MediaPopular SearchesGlobal Wealth ManagementGlobal Wealth Management Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Global Wealth Management Org Chart

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Chief Executive Officer

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Financial Controller

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Managing Director

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Managing Director

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Vice President, Client Services & Financial A...

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Vice President, Wealth Management

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Vice President, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Global Wealth Management

$5M
11-50
Private
<$5M
-
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
1-10
Private
-
2005
KR
Kara RobinsonRegistered Investment Advisor
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Global Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Global Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Global Wealth Management.

Global Wealth Management financials insights

Gather financial insights about Global Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$283K

See All Global Wealth Management's Financials Insights

Global Wealth Management Tech Stack

A closer look at the technologies used by Global Wealth Management

Most Recent Scoops

Facilities Relocation / Expansion
Facilities Relocation/Expansion
Person-Based
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Promotion
Executive Move
Global Wealth Management has announced that Ivan Minkov has been promoted to the role of Chief Executive Officer.
Facilities Relocation / Expansion
Facilities Relocation/Expansion
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Global Wealth Management News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Global Wealth Management

What is Global Wealth Management's official website?
Global Wealth Management's official website is www.askglobalwealth.com
What is Global Wealth Management's Revenue?
Global Wealth Management's revenue is $5 Million
What is Global Wealth Management's SIC code?
Global Wealth Management's SIC: 62,628
What is Global Wealth Management's NAICS code?
Global Wealth Management's NAICS: 52,523
How many employees does Global Wealth Management have?
Global Wealth Management has 11-50 employees
What industry does Global Wealth Management belong to?
Global Wealth Management is in the industry of: Finance, Securities Trading
What is Global Wealth Management competition?
Global Wealth Management top competitors include: The Holland Group, Clients Excel Financial, Spiehs Wealth Management, Eissman Wealth Management
What technology does Global Wealth Management use?
Some of the popular technologies that Global Wealth Management uses are: goo.gl, Lucky Orange, WordPress.org, reCAPTCHA
What does Global Wealth Management do?

Does Your Big-Name Investment Firm Know Yours? Its Time To Get Personal. Call 888-233-6165 to schedule your complimentary, no-obligation meeting today. At Global Wealth Management, the company's clients are the company's only priority. As an independent investment management firm without shareholders, the investments the company recommend are never... chosen by a company mandate to push proprietary financial products. The company's advice is customized to meet the dynamic needs of the company's clients. Together, the company develops a financial plan that takes into account your current situation and goals. The company take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. The company get to know each client, and their family, and are always available to discuss questions or concerns that may arise. Global Wealth Management provides industry experience in: -- Private Asset Management -- Retirement Income Planning -- Portfolio Management -- Asset Protection -- Income Tax Minimization -- Risk Management Securities can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. Insurance services offered separately through Global Wealth Retirement Planning, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.Read More

What are Global Wealth Management social media links?
Global Wealth Management Linkedin page Global Wealth Management Facebook page
Who invested in Global Wealth Management?
Global Wealth Management has 2 investors including PPP and PPP.
Is Global Wealth Management a public company?
Global Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Global Wealth Management

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