Global Trust Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$212,976,256
Clients
88
Advisors
3
of 5 employees
About
Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement planning services to individuals, trusts, corporations and employer-sponsored retirement plans. The firm operates as a fee-only adviser and offers both discretionary portfolio management and retirement-plan consulting to its clients.
Investment work is guided by individualized Investment Policy Statements that emphasize diversification, low-cost mutual funds and ETFs, and asset allocation; the firm may also employ a beta-plus portable-alpha approach that combines broad-market funds with selected individual equity positions. GTWM manages held-away accounts (for example, 401(k)s and HSAs) using an order-management platform to support tax-efficient asset location and opportunistic rebalancing across custody types.
Notably, the firm maintains a practice-level affiliation with a public accounting firm—sharing office space, support staff and reciprocal referrals—which the brochure discloses as a potential conflict and addresses with written policies and disclosures. The firm also has supervised personnel who are licensed insurance agents and reports managing roughly $214 million across about 88 client relationships, indicating a client base with relatively large account sizes.
Client services
Expertise
Occupation focus
Fee options
Up to 1.25% annually (flat fee, negotiable)
Account minimum: $500,000 (may be waived by the investment advisor) Fee-only: Fee-only firm, no commissions or sales compensation
Main office
515 N. Flagler Drive, Ste 1700
West Palm Beach FL 33401
Advisors at this office
3
Most active in
Connecticut · Florida · New York · Texas
Also doing business as
Global Trust Wealth · Global Trust Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Shawn T
Series 66
West Palm Beach, FL
Global Trust Wealth Management LLC
Shawn Teufel is a financial advisor with Global Trust Wealth Management LLC in West Palm Beach, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Morgan Stanley, totaling eight years before joining his current firm in 2025. Global Trust Wealth Management LLC provides investment management, tax, estate, and retirement planning services to individuals, trusts, corporations, and retirement plans. The firm operates on a fee-only basis and emphasizes diversified, low-cost portfolios guided by individualized investment policies.
Ryan S
CFP®, Series 65
West Palm Beach, FL
Global Trust Wealth Management LLC
Ryan Shore is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Global Trust Wealth Management LLC and also works as a CPA at Nowlen, Holt & Miner, P.A., an accounting firm in West Palm Beach, FL. Shore has been associated with Nowlen, Holt & Miner since 2011 and with Global Trust Asset Management since 2013. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, and is notable for its affiliation with a public accounting firm that supports shared resources and reciprocal client referrals.
Edward H
PFS™, Series 65
West Palm Beach, FL
Global Trust Wealth Management LLC
Edward Holt Jr. is a financial advisor at Global Trust Wealth Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a tax partner at the accounting firm Nowlen, Holt & Miner P.A., where he has worked since 2003. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, serving a client base that includes both individual and high-net-worth clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")