G
$6.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Matrix Trust · Merrill Lynch · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-03-2013
- Office Locations
- 1
Office Locations
3334 E. Coast HWY, #101 Corona DEL MAR CA
About Global Wealth Management
Global Wealth Management is a Corona del Mar, CA RIA serving retail and institutional clients with a planning-led practice spanning financial and estate planning and portfolio construction. The firm emphasizes asset allocation and risk management, using ETFs, mutual funds, and fixed income exposures, with themes including emerging markets and real estate. Managing Director Raffaele Mari is the key decision-maker; custody includes Charles Schwab.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$516.6K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Alpha Frontier delta
Client Personas
Prime insight
Investment Themes
Timber meridian Value atlas Momentum glacier Signal momentum
Investment Vehicles
Momentum
Services
Catalyst Signal Harbor
Owner & Executives
R
RAFFAELE MARI
Managing Director
- CRD
- #6166118
- Ownership
- 75% or more
(596) 947-2100
wave.eagle@quantumcapital.com
in linkedin.com/in/unison-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,198,834 | -- |
| Total | $6,198,834 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,198,834
Public Funds:
27.4% Cash:
20.1% Equity - OTC:
11.4% Corporate - Investment Grade:
14.1% Equity - Exchange:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,411,973,817 | 27.4% |
| Cash | $1,035,791,012 | 20.1% |
| Equity - OTC | $587,463,559 | 11.4% |
| Corporate - Investment Grade | $726,599,665 | 14.1% |
| Equity - Exchange | $1,391,361,059 | 27.0% |
| Total | $5,153,189,112 | 100.0% |