# GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. of FORT LAUDERDALE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 286005
- Type: SEC-registered investment adviser
- SEC file number: 801-110227
- Location: 1301 EAST BROWARD BLVD, SUITE 200, FORT LAUDERDALE, FL, 33301
- Phone: 954-533-7144
- Latest filing: 2026-03-27
- Regulatory AUM: $722.8M
- Discretionary AUM: $722.8M
- Clients: 42
- Accounts: 3,687

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Stanley | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CIO; CIO | Boston, MN |
| Torian Johnson | CHIEF COMPLIANCE OFFICER | Covington, KY |
| Lejeana Latrice Love | CHIEF COMPLIANCE OFFICER | — |
| John Stanley Thomas | CIO | — |
| Andrew Montgomery Costa | CEO | — |
| Christopher Grant Conness | DIRECTOR | — |
| COSTA ANDREW MONTGOMERY | CEO; MANAGING MEMBER; MANAGING MEMBER, CEO, COO (+2 more) | — |
| CONNESS CHRISTOPHER GRANT | DIRECTOR; MANAGING DIRECTOR | — |
| Curry Erin Elizabeth | CHIEF OPERATING OFFICER | — |
| Dowell Alisha Perdue | CHIEF COMPLIANCE OFFICER | — |
| Johnson Torian | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286005/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286005/similar
- Related entities: https://search.stillhousedata.com/firm/286005/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286005

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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.