Global Wealth Management, L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$153,846,861
Clients
28
Advisors
2
of 4 employees
About
Global Wealth Management, L.C. provides discretionary and non‑discretionary portfolio management and investment advisory services to individuals, families, trusts and other business entities, serving both high‑net‑worth and non‑HNW clients. The firm emphasizes customized portfolio construction and ongoing supervisory services tailored to each client’s objectives.
GWM’s investment approach centers on global diversification and access to international opportunities, using fundamental and technical analysis to implement conservative, balanced, or dynamic strategies. Portfolios may include foreign securities, ETFs, REITs, currency transactions and, where appropriate, derivative instruments such as options, short positions, and currency forwards to pursue hedging or enhanced return objectives.
The firm is directly owned by H&N Holding AG and maintains affiliations with other advisers, including sub‑advisory arrangements and ownership of a foreign investment advisory firm, which supports a notable non‑U.S. client base and custody with non‑U.S. custodians. GWM manages a relatively concentrated set of accounts for a small number of clients, reflecting more bespoke relationships and a willingness to use derivatives and structured products in separately managed accounts—practices that are less common among peers.
Client services
Expertise
Fee options
0.3% quarterly (maximum), fees charged in arrears based on ending quarter portfolio balance
Main office
625 SE 10th Street, Building 3
Deerfield Beach FL 33441
Advisors at this office
2
Most active in
California · Florida · Texas
Also doing business as
Global Wealth Management, L.C. · Global Wealth Management, L.C., Miami Beach (Us) Zweigniederlassung Teufen Ar
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas H
Series 65
Deerfield Beach, FL
Global Wealth Management, L.C.
Thomas Heierli is a financial advisor at Global Wealth Management, L.C. with 17 years of experience at the firm and over 31 years in the industry. He holds a Series 65 designation and is also a managing partner and member of the investment committee at Wealth Management Group AG, a Swiss advisory firm serving non-U.S. clients. Global Wealth Management, L.C. provides discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and other entities. The firm focuses on customized portfolio construction with a global diversification approach, incorporating a range of investment strategies and instruments including derivatives to meet clients’ objectives.
Olaf H
Series 65
Deerfield Beach, FL
Global Wealth Management, L.C.
Olaf Herr is a financial advisor at Global Wealth Management, L.C. with Series 65 credentials and two years of industry experience. He also serves as a partner and client relationship manager at NHP Asset Management AG, a family office and asset management firm based in Zurich, Switzerland, where he acts as a client adviser and risk manager for non-U.S. clients. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and business entities. The firm’s investment approach focuses on global diversification and international opportunities, utilizing both fundamental and technical analysis to implement tailored strategies that may include foreign securities, ETFs, REITs, and derivative instruments.
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