# GLOBAL WEALTH MANAGEMENT

GLOBAL WEALTH MANAGEMENT of CORONA DEL MAR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167025
- Type: SEC-registered investment adviser
- Location: 3334 E. COAST HWY, #101, CORONA DEL MAR, CA, 92625
- Phone: 949-892-7700
- Latest filing: 2026-03-24
- Regulatory AUM: $6.2M
- Non-discretionary AUM: $6.2M
- Clients: 1
- Accounts: 6

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167025/similar
- Related entities: https://search.stillhousedata.com/firm/167025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167025

---

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.