CRD: 286005
Global Wealth Management Investment Advisory, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2017
- Office Locations
- 2
Office Locations
About Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory is a South Florida RIA serving individuals, families, and business owners with retirement-focused financial planning and ongoing portfolio management. Their “Retirement Roadmap Review” offers a complimentary, no-obligation plan assessment. Portfolios are primarily implemented with ETFs and public funds, custodied at Schwab and Fidelity/NFS. The firm hosts “The Global Wealth Show” on NBC5 WTVJ and was named a 2025 USA Today/Statista Best Financial Advisory Firm.
Reported data analysis
What the numbers show
Between December 17, 2025 and March 27, 2026, reported AUM increased 36.6%, from $529.1M to $722.8M.
Across 5 reported observations, AUM increased 105.1% between July 13, 2022 and March 27, 2026, from $352.4M to $722.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 1,667 clients, or 166.7 clients per representative. That equates to $433.6K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Global Wealth Management Investment Advisory, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER GRANT CONNESS
DIRECTOR
- CRD
- #4778193
- Ownership
- 50% but less than 75%
ANDREW MONTGOMERY COSTA
Chief Executive Officer
- CRD
- #4847063
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Christian Avila
Financial Planning Analyst
- CRD
- #7541819
Christopher Bell
Annuity & Long-Term Care Specialist
- CRD
- #7971131
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $722,818,219 | $196,045 |
| Non-Discretionary | $0 | -- |
| Total | $722,818,219 | $196,045 |
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Separately Managed Accounts
SMA allocation detail is available
Global Wealth Management Investment Advisory, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Global Wealth Management Investment Advisory, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.