CRD: 333458
Global Trust Wealth Management LLC
$213.7M Total AUM
$204.9M Disc. AUM
-- 3Y CAGR
5 Employees
92 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2024
- Office Locations
- 1
Office Locations
515 N. Flagler Drive STE 1700 West Palm Beach FL
About Global Trust Wealth Management LLC
Global Trust Wealth Management is an independent, SEC-registered RIA in West Palm Beach, FL providing wealth and investment management, retirement planning, and trust & estate and tax guidance for clients and their families, including family office support. The firm offers a Black Diamond client portal and works with major custodians such as Charles Schwab and Fidelity.
Team overview
36 AVG AGE
$71.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ember signal Bridge fusion
Client Personas
Glacier
Custodian
Oak
Investment Themes
Value Ember glacier
Investment Vehicles
Peak Foundation signal
Platform
Focus matrix Pathway
Services
Capital glacier Vertex Signal Focus Matrix Unison North Peak
Owner & Executives
RYAN MICHAEL SHORE
Investment Advisor Representative, PARTNER
- CRD
- #6161584
- Ownership
- 5% but less than 10%
(272) 418-2409
eagle.vertex@insightcapital.com
in linkedin.com/in/meridian-frontier
Shawn Michael Teufel
PARTNER
- CRD
- #6554048
- Ownership
- 5% but less than 10%
(738) 696-6874
north.frontier@optimacapital.com
in linkedin.com/in/focus-foundation
H
Harbor zenith
Momentum value quantum
- CRD
- #49314
- Ownership
- 38.9%
(785) 353-2252
alpha.wave@quantumcapital.com
in linkedin.com/in/vector-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,859,734 | $775,984 |
| Non-Discretionary | $8,795,640 | $314,130 |
| Total | $213,655,374 | $731,696 |
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Separately Managed Accounts
Total SMA Asset: $213,655,374
Public Funds:
36.6% Equity - Exchange:
38.9% Cash:
10.2% U.S. Government/Agency:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $708,027,585 | 36.6% |
| Equity - Exchange | $752,521,122 | 38.9% |
| Cash | $197,319,163 | 10.2% |
| U.S. Government/Agency | $276,633,728 | 14.3% |
| Total | $1,934,501,598 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER LEGACY PATHWAY | EAGLE EAGLE | TCN4MFBJC | HYBF | 5.73% | $90,104,633 |
| OAK VECTOR | ALPHA PRIME | 4XTHJGJQY | KPYNB | 1.27% | $92,741,976 |
| DELTA WAVE PIONEER | LEGACY MOMENTUM | FHQIE366O | ERC | 2.63% | $9,897,101 |
| VALUE BEACON | VECTOR TIMBER | JE6VS36FI | FOF | 7.66% | $90,023,078 |
| FOUNDATION BRIDGE CAPITAL | ALPHA RADIAL | 7GSH3LQT1 | YLFO | 10.20% | $22,331,981 |
| ZENITH MATRIX LEGACY | ATLAS MOMENTUM | AF34L970G | WDA | 2.35% | $110,924,171 |
| LEGACY PRIME | LEGACY VERTEX | HZ0XL4YLT | KQVU | 1.09% | $43,558,329 |
| PEAK HORIZON CATALYST | INSIGHT OPTIMA | R3HG0ACZJ | NPL | 5.96% | $12,386,029 |