$102.0M Total AUM
$102.0M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Glacier pioneer
- Established Date
- 03-23-2010
- Office Locations
- 1
Office Locations
200 East BIG Beaver Road Troy MI
About Global Wealth Advisors LLC
Global Wealth Advisors LLC is a fiduciary, fee-based RIA in Troy, MI providing coordinated wealth management for retail and institutional clients. The firm delivers investment management and financial planning, including tax, retirement, and estate planning reviews, with customized implementation. Portfolios commonly use ETFs and mutual funds, with Charles Schwab as a primary custodian.
Team overview
56 AVG AGE
$102.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Custodian
Catalyst vertex Vital Vital Zenith capital Vertex peak
Fund Managers
Bridge Horizon Timber harbor
Investment Themes
Crest Meridian vertex
Investment Vehicles
Ridge Crest vital
Services
Element bridge Harbor horizon Vertex Wave element Vertex timber Meridian North Alpha Delta Legacy foundation Fusion
Technology
Capital quantum
Owner & Executives
MICHAEL JAMES KRENCICKI
Chief Compliance Officer, Investment Advisor
- CRD
- #2330899
- Ownership
- 75% or more
(775) 568-8447
alpha.matrix@horizoncapital.com
in linkedin.com/in/value-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,026,988 | $217,656 |
| Non-Discretionary | $0 | -- |
| Total | $102,026,988 | $217,656 |
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Separately Managed Accounts
Total SMA Asset: $102,026,988
Public Funds:
12.9% Equity - Exchange:
23.3% Other:
5.2% U.S. Government/Agency:
20.7% Cash:
19.0% Equity - OTC:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $513,327,330 | 12.9% |
| Equity - Exchange | $927,172,620 | 23.3% |
| Other | $206,922,645 | 5.2% |
| U.S. Government/Agency | $823,711,297 | 20.7% |
| Cash | $756,063,510 | 19.0% |
| Equity - OTC | $752,084,228 | 18.9% |
| Total | $3,979,281,630 | 100.0% |