Panoptic Global Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Panoptic Global Wealth Management, PLLC provides discretionary investment management alongside financial planning and consulting to individuals, personal trusts and estates, and sponsors of pension and profit‑sharing plans. The firm constructs portfolios using mutual funds, exchange‑traded funds and, when appropriate, individual securities and alternative investments, and it also offers consulting specifically for retirement plan sponsors.
The firm’s investment process is primarily long‑term and grounded in fundamental analysis, with strategic asset allocation, portfolio construction, and ongoing monitoring that can include shorter‑term trades or rebalancing as client objectives or market conditions dictate. Services are delivered under written advisory agreements, the firm works with client‑selected custodians, and it offers planning engagements billed on an hourly basis.
What is noteworthy relative to many peers is the combination of pension/plan consulting with retail financial planning for non‑high‑net‑worth individuals, an offering mix that is uncommon among firms in this category. The firm is small in scale and does not take custody of client assets, and it states it does not participate in soft‑dollar arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% annually $1,000,000 - $3,000,000: 1.50% annually $3,000,000+: 1.00% annually
$450 per hour, negotiable depending on client circumstances
Account minimum: $50,000
Main office
Santan Valley AZ
Advisors at this office
1
Most active in
Arizona
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.
Forms ADV
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