# GLOBAL WEALTH MANAGEMENT, L.C.

GLOBAL WEALTH MANAGEMENT, L.C. of DEERFIELD BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150743
- Type: SEC-registered investment adviser
- SEC file number: 801-77847
- Location: 625 SE 10TH STREET, BUILDING 3, DEERFIELD BEACH, FL, 33441
- Phone: +1 (341) 201-5599
- Latest filing: 2026-03-31
- Regulatory AUM: $184.2M
- Discretionary AUM: $174.9M
- Non-discretionary AUM: $9.3M
- Clients: 4
- Accounts: 34

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Other

## Officers, owners & control persons (7)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ZURICH | — | 2 | +1341 201 5599 |
| ZURICH | — | 2 | +1341 201 5599 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150743/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150743/similar
- Related entities: https://search.stillhousedata.com/firm/150743/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150743

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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.