GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. of FORT LAUDERDALE, FL is an SEC-registered investment adviser (CRD 286005). Regulatory assets under management: $722.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WESTON | FL | 10 | 954-533-7144 |
| SARASOTA | FL | 10 | 954-533-7144 |
| CORAL SPRINGS | FL | 10 | 954-533-7144 |
| BOYNTON BEACH | FL | 10 | 954-533-7144 |
| SARASOTA | FL | 10 | 954-533-7144 |
| CORAL SPRINGS | FL | 10 | 954-533-7144 |
| BOYNTON BEACH | FL | 10 | 954-533-7144 |