GLOBAL IMPACT WEALTH MANAGEMENT

GLOBAL IMPACT WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 326638). Regulatory assets under management: $12.4M.

Registration

• CRD: 326638
• Type: Registered investment adviser
• Phone: 617-221-9474
• Latest filing: 2026-04-14
• Regulatory AUM: $12.4M
• Discretionary AUM: $12.4M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search