GLOBAL TRUST WEALTH MANAGEMENT LLC

GLOBAL TRUST WEALTH MANAGEMENT LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 333458). Regulatory assets under management: $213.7M.

Registration

• CRD: 333458
• SEC file number: 801-131384
• Type: Registered investment adviser
• Location: 515 N. FLAGLER DRIVE, STE 1700, WEST PALM BEACH, FL, 33401
• Phone: 561-207-9696
• Latest filing: 2026-02-27
• Regulatory AUM: $213.7M
• Discretionary AUM: $204.9M
• Non-discretionary AUM: $8.8M
• Clients: 5
• Accounts: 292

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search