GLOBAL WEALTH PARTNERS, LLC

GLOBAL WEALTH PARTNERS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 150481). Regulatory assets under management: $150K.

Registration

• CRD: 150481
• Type: Registered investment adviser
• Location: 23623 N SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85255
• Phone: 602-421-9320
• Latest filing: 2024-03-17
• Regulatory AUM: $150K
• Discretionary AUM: $150K
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150481 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search