G
CRD: 321775
Global Wealth, LLC
Alamo, TX
8665666639
$17.9M Total AUM
$17.9M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2022
- Office Locations
- 1
Office Locations
-- -- --
About Global Wealth, LLC
Global Wealth, LLC is a Alamo-based RIA. The firm has been operating for 4 years. Managing $17.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$17.9M AVG AUM / ADVISOR
$358.4K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Frontier oak Horizon ember Optima vertex Alpha oak
Investment Themes
Quantum timber
Investment Vehicles
Focus ember
Services
Peak radial Alpha Atlas Frontier Zenith Frontier prime Insight peak
Owner & Executives
C
CHERI CAROL PALUMBO
--
- CRD
- --
- Ownership
- 25% but less than 50%
(832) 520-3694
unison.catalyst@vectorcapital.com
in linkedin.com/in/frontier-glacier
J
JAMES GERARD PALUMBO
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #2623916
- Ownership
- 25% but less than 50%
(544) 863-1846
ember.horizon@deltacapital.com
in linkedin.com/in/delta-zenith
W
Wave harbor
Ridge ridge
- CRD
- #84258
- Ownership
- 30.5%
(904) 847-8098
crest.beacon@matrixcapital.com
in linkedin.com/in/fusion-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,922,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,922,201 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,922,201
Public Funds:
40.4% Equity - Exchange:
16.9% Other:
42.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,335,029,249 | 40.4% |
| Equity - Exchange | $1,395,098,869 | 16.9% |
| Other | $3,524,894,775 | 42.7% |
| Total | $8,255,022,893 | 100.0% |