Global Wealth Management, LLC
Global Wealth Management, LLC is an SEC-registered investment adviser founded in 2010 and headquartered in Kingston, New Jersey. With a small team of 3 employees, the firm provides personalized investment advisory and portfolio management services for a range of clients, primarily serving high net worth individuals, individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and other institutional clients.
Investment Strategy
Global Wealth Management, LLC follows a diversified investment strategy focused on portfolio management for individuals (including high net worth clients) and select institutions. The firm builds portfolios using a mix of equities, ETFs, and sector-focused funds (such as technology, gold, and healthcare), with an emphasis on risk management and asset allocation. Their approach is client-centric, tailoring financial plans to each client’s goals, and offering ongoing management designed to build and protect long-term wealth. Their recent portfolio holdings show a preference for established securities across multiple sectors, indicating a risk-conscious blend of growth and defensive investments.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JMST | J P MORGAN EXCHANGE TRADED F | 14.24% | $27.1M | 531,582 | $50.88 | $51.04 | +$446.6K |
S SCHB | SCHWAB STRATEGIC TR | 12.88% | $24.5M | 954,007 | $22.17 | $25.71 | +$447.4K |
V VUSB | VANGUARD BD INDEX FDS | 12.84% | $24.5M | 489,381 | $49.90 | $50.00 | -$3.9M |
I IVV | ISHARES TR | 10.55% | $20.1M | 30,032 | $578.01 | $669.30 | -$133.8K |
S SCHD | SCHWAB STRATEGIC TR | 10.16% | $19.4M | 708,856 | $28.13 | $27.30 | -$56.7K |