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 is a registered investment adviser that provides portfolio management and financial planning to individuals, households, corporations, and charitable organizations. Its brochure states services include discretionary portfolio management (and non‑discretionary treatment for legacy or highly appreciated positions) and financial planning addressing investment, tax, retirement, college, insurance, and debt/credit matters. The firm documents an Investment Policy for each client—capturing income, tax considerations, time horizon, and risk tolerance—and uses fundamental and technical analysis alongside modern portfolio theory to construct and monitor long‑term portfolios. Investment implementation described in the brochure spans mutual funds, ETFs (including leveraged/inverse products), fixed income, REITs, and other instruments, and allows client‑imposed restrictions where appropriate. Distinctive features noted in the brochure include serving charitable organizations among its client types, and a disclosed December 2024 Consent Order from the state securities division that requires the firm to retain a compliance consultant for two years. The brochure also calls out specific digital‑asset exposure (discussing a Grayscale Bitcoin Mini Trust ETF) and describes custodial relationships (e.g., Charles Schwab and Altruist) that provide practice‑support services and soft‑dollar benefits the firm says it monitors for conflicts.
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 |
|---|---|---|
Colorado Springs, CO
| 30
|
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