GLOBAL WEALTH MANAGEMENT

GLOBAL WEALTH MANAGEMENT of CORONA DEL MAR, CA is an SEC-registered investment adviser (CRD 167025). Regulatory assets under management: $6.2M.

Registration

• CRD: 167025
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search