GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. of FORT LAUDERDALE, FL is an SEC-registered investment adviser (CRD 286005). Regulatory assets under management: $722.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (11)

NameRoleLocation
Thomas StanleyCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CIO; CIOBoston, MN
Torian JohnsonCHIEF COMPLIANCE OFFICERCovington, KY
Lejeana Latrice LoveCHIEF COMPLIANCE OFFICER
John Stanley ThomasCIO
Andrew Montgomery CostaCEO
Christopher Grant ConnessDIRECTOR
COSTA ANDREW MONTGOMERYCEO; MANAGING MEMBER; MANAGING MEMBER, CEO, COO (+2 more)
CONNESS CHRISTOPHER GRANTDIRECTOR; MANAGING DIRECTOR
Curry Erin ElizabethCHIEF OPERATING OFFICER
Dowell Alisha PerdueCHIEF COMPLIANCE OFFICER
Johnson TorianCHIEF COMPLIANCE OFFICER

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