GLOBAL WEALTH MANAGEMENT, LLC

GLOBAL WEALTH MANAGEMENT, LLC of KINGSTON, NJ is an SEC-registered investment adviser (CRD 153677). Regulatory assets under management: $245.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (17)

NameRoleLocation
Ram Nmn KolluriMEMBER
Sripat PandeyMEMBER/PRESIDENT
Richard Warren GrossTRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST
William Austin GeoghanTRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST
Martin TuchmanTRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST
Edward A GrahamCCO; TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST
KOLLURI RAMMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
SOOD MUNISHLLC MEMBER; MANAGING MEMBER; PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more)
KOLLURI RAM NMNCHAIRMAN; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+2 more)
GRAHAM WILLIAM ACCO
SHEEHAN JOY ANNCHIEF COMPLIANCE OFFICER
PANDEY SRIPATCCO; CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR (+2 more)
Tuchman MartinMEMBER; TRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST
GROSS RICHARD WARRENTRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST; TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST
GEOGHAN WILLIAM AUSTINTRUSTEE - MARTIN TUCHMAN REVOCABLE TRUST; TRUSTEE-MARTIN TUCHMAN REVOCABLE TRUST
KINGSTON TIMOTHYCHIEF COMPLIANCE OFFICER
Ram [Nmn] KolluriMEMBER

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