$48.5M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
2 Employees
121 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Equity Trust · Gemini Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2001
- Office Locations
- 1
Office Locations
-- Little Rock AR
About Global Wealth Management, Inc.
Global Wealth Management, Inc. is an independent RIA in Little Rock, AR providing comprehensive financial planning and ongoing portfolio guidance tied to clients’ life goals. The firm emphasizes long-term strategy and wealth security, serving individuals such as retirees and business owners. Portfolios are largely built with public funds and ETFs, with Schwab among custodians.
Team overview
83 AVG AGE
$24.3M AVG AUM / ADVISOR
$401.1K AVG AUM / CLIENT
14.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Meridian ember Catalyst value Vector Bridge value
Client Personas
Vertex Fusion Ridge
Investment Themes
Foundation Prime Value radial
Investment Vehicles
Glacier
Services
North Unison radial Unison Harbor glacier Pathway beacon Ridge signal Vector Pathway momentum
Owner & Executives
C
CHARLES HERBERT BOLING III
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5455799
- Ownership
- 75% or more
(734) 303-6973
timber.frontier@alphacapital.com
in linkedin.com/in/signal-ember
C
CHARLES HERBERT BOLING JR
Chairman, President
- CRD
- #1565470
- Ownership
- Less than 5%
(583) 260-3753
vertex.timber@timbercapital.com
in linkedin.com/in/meridian-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,529,857 | $123,368 |
| Non-Discretionary | $0 | -- |
| Total | $48,529,857 | $123,368 |
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Separately Managed Accounts
Total SMA Asset: $48,529,857
Public Funds:
19.5% Equity - Exchange:
22.8% Cash:
13.5% U.S. Government/Agency:
17.0% Other:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $857,205,359 | 19.5% |
| Equity - Exchange | $1,002,270,882 | 22.8% |
| Cash | $593,449,864 | 13.5% |
| U.S. Government/Agency | $747,307,236 | 17.0% |
| Other | $1,195,691,579 | 27.2% |
| Total | $4,395,924,920 | 100.0% |