A complete list of active advisors currently associated with Global Wealth, LLC

Warmer can help you find a great advisor at Global Wealth, LLC or one who fits your needs even better.

Global Wealth, LLC provides discretionary portfolio management and financial planning to individuals, households, corporations, charitable organizations, and other businesses, according to its Form ADV. The brochure reports approximately $17.9 million in discretionary assets under management and about 50 client relationships, and the firm states it does not impose a minimum account size. The firm documents client risk tolerance and goals in an Investment Policy and employs a mix of fundamental and technical analysis as well as modern portfolio theory to construct long‑term, diversified portfolios that may include mutual funds, ETFs, fixed income, real estate funds, and more specialized products. Global Wealth generally uses Charles Schwab Institutional for custody and execution (and may recommend Altruist), and it offers both discretionary and non‑discretionary management depending on client preference. Noteworthy details in the brochure include the explicit listing of charitable organizations among client types, a less common focus for solo independent advisers, and the inclusion of corporations and businesses as clientele alongside individuals. The brochure also discloses a December 2024 Consent Order with the Colorado Division of Securities regarding fee supervision that requires the firm to retain a compliance consultant, and it notes the managing member engages in outside work as an author on a minimal basis.

To learn more about the advisors currently working at Global Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Palumbo	Alamo, TX	30

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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.

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