# GLOBAL WEALTH CONSULTANTS, LLC

GLOBAL WEALTH CONSULTANTS, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 144221
- Type: SEC-registered investment adviser
- SEC file number: 801-68143
- Location: 8955 FONTANA DEL SOL WAY, NAPLES, FL, 34109
- Phone: 239-919-2115
- Latest filing: 2016-03-21
- Regulatory AUM: $108.2M
- Discretionary AUM: $108.2M
- Clients: 5
- Accounts: 260

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SWOPE RICHARD LEO | MANAGER, MEMBER; MANAGER, MEMBER & CHIEF COMPLIANCE OFFICER; MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER | — |
| LAMBERSON JANE ELIZABETH | MANAGER & MEMBER | — |
| URISH KENNETH L | MANAGER & MEMBER; MEMBER | — |
| CARNEY JEFFREY ALAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144221/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144221/similar
- Related entities: https://search.stillhousedata.com/firm/144221/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144221

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.