A complete list of active advisors currently associated with Global Wealth Management Investment Advisory, Inc.

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

Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), charitable organizations, and business clients; the firm reports about $722.8 million in discretionary assets under management, ten advisors, and roughly 1,626 clients. Its primary services include discretionary asset management delivered through wrap‑fee programs, holistic financial planning, and impersonal educational workshops. GWMIA describes a value‑oriented, primarily long‑term investment approach that uses strategic and tactical asset allocation, model portfolios, and occasional shorter‑term or margin strategies where appropriate. The firm tailors advice through one‑on‑one interviews and questionnaires, allows clients to impose reasonable account restrictions, and may select sub‑advisers to implement model or wrap strategies consistent with client objectives. Noteworthy elements in the brochure include a multi‑office structure (five offices) and a program of complimentary, impersonal educational workshops on topics such as retirement income, annuities, and taxes, which the firm highlights as part of its client outreach. The firm also only offers discretionary management via a wrap‑fee program (and may recommend participation in a wrap program managed by AE Wealth Management as a sub‑adviser) and relies on Fidelity’s institutional platform for custody and operational services—arrangements the brochure discloses as producing operational benefits and conflicts the firm says it addresses through disclosures and supervisory procedures.

To learn more about the advisors currently working at Global Wealth Management Investment Advisory, Inc., 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.