GLOBAL WEALTH ADVISORS LLC

GLOBAL WEALTH ADVISORS LLC of TROY, MI is an SEC-registered investment adviser (CRD 139101). Regulatory assets under management: $102.0M.

Registration

• CRD: 139101
• SEC file number: 801-68781
• Type: Registered investment adviser
• Location: 200 EAST BIG BEAVER ROAD, TROY, MI, 48083-1208
• Phone: 248-457-4555
• Latest filing: 2026-02-26
• Regulatory AUM: $102.0M
• Discretionary AUM: $102.0M
• Clients: 1
• Accounts: 204

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139101 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search