GLOBAL WEALTH MANAGEMENT, L.C. of DEERFIELD BEACH, FL is an SEC-registered investment adviser (CRD 150743). Regulatory assets under management: $184.2M.
Compensation: % of AUM.
Clients served: High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Thomas Urs Heierli | BOARD MEMBER; FOUNDER/DEPUTY CEO/MANAGING PARTNER | — |
| Olaf Herr | CHAIRMAN; CHIEF EXECUTIVE OFFICER | — |
| Silvan Oliver Notzli | CIO/HEAD PORTFOLIO MANAGEMENT; DEPUTY CHAIRMAN | — |
| Anita Zuellig | CHIEF COMPLIANCE OFFICER | — |
| HEIERLI THOMAS URS | BOARD MEMBER; CEO; FOUNDER/DEPUTY CEO/MANAGING PARTNER (+1 more) | — |
| Herr Olaf | CEO/CHIEF COMPLIANCE OFFICER; CHAIRMAN; DEPUTY CEO/CHIEF COMPLIANCE OFFICER | — |
| Notzli Silvan Oliver | CIO/HEAD PORTFOLIO MANAGEMENT; DEPUTY CHAIRMAN | — |