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Global Wealth Management Investment Advisory, Inc.

Global Wealth Management Investment Advisory, Inc.. CRD 286005

Global Wealth Management Investment Advisory, Inc. logo

CRD: 286005

Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL, 33301
9545337144
askglobalwealth.com
$722.8M Total AUM
$722.8M Disc. AUM
30.7% 3Y CAGR
42 Employees
1,667 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
VertexFocus +more
Established Date
02-01-2017
Office Locations
2

Office Locations

1301 East Broward Blvd Suite 200 Fort Lauderdale FL
9015 Town Center Pkwy, Unit 110 Lakewood Ranch FL

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.

Team overview

38 AVG AGE
$72.3M AVG AUM / ADVISOR
$433.6K AVG AUM / CLIENT
3.1 yrs AVG TENURE
42 Employees
10 Advisory Reps
10 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Insight Matrix zenith Meridian delta

Client Personas

Pioneer delta Optima peak Glacier momentum

Custodian

Atlas Ridge crest Catalyst Peak Catalyst North

Investment Themes

Harbor pioneer Quantum Oak

Investment Vehicles

Radial ember Beacon north

Platform

Zenith

Services

Oak meridian Vertex element Insight Value north Capital Peak unison Frontier oak Legacy Focus

Technology

Capital frontier Alpha vertex Bridge

Owner & Executives

CHRISTOPHER GRANT CONNESS

CHRISTOPHER GRANT CONNESS

DIRECTOR

CRD
#4778193
Ownership
50% but less than 75%
(917) 620-3340
capital.unison@capitalcapital.com
in linkedin.com/in/insight-optima
ANDREW MONTGOMERY COSTA

ANDREW MONTGOMERY COSTA

Chief Executive Officer

CRD
#4847063
Ownership
50% but less than 75%
(256) 761-6916
foundation.pioneer@wavecapital.com
in linkedin.com/in/crest-pioneer
T

Timber radial

Insight signal zenith

CRD
#43640
Ownership
24.5%
(322) 825-6334
oak.radial@momentumcapital.com
in linkedin.com/in/oak-optima

Showing 2 of 4 owners & executives

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Contacts

Christian Avila

Christian Avila

Financial Planning Analyst

CRD
#7541819
(273) 406-5691
frontier.foundation@capitalcapital.com
in linkedin.com/in/vector-harbor
Christopher Bell

Christopher Bell

Annuity & Long-Term Care Specialist

CRD
#7971131
(344) 986-7893
atlas.horizon@beaconcapital.com
in linkedin.com/in/momentum-vital
B

Bridge element

Quantum eagle

CRD
#53551
(842) 598-9440
north.element@vitalcapital.com
in linkedin.com/in/zenith-wave

Showing 2 of 17 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-13-2022
03-29-2023
03-28-2024
12-17-2025
03-27-2026
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

Total SMA Asset: $722,818,219

$722.8M Total SMA
Equity - Exchange:
19.7%
Public Funds:
16.4%
Cash:
28.6%
Private Funds:
35.3%
Asset class Assets Assets %
Equity - Exchange $824,170,584 19.7%
Public Funds $686,111,552 16.4%
Cash $1,196,511,609 28.6%
Private Funds $1,476,813,278 35.3%
Total $4,183,607,023 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FOUNDATION QUANTUM PRIME INSIGHT DSU0FTCWW LOLKI 4.76% $45,826,329
GLACIER SIGNAL VERTEX BEACON CWAM0F0GK MON 12.33% $92,085,103
CREST RIDGE BRIDGE MATRIX DELTA AX29OFCHY RZS 10.70% $27,091,657
MOMENTUM NORTH INSIGHT FOUNDATION SUMMIT URCWNX1J3 PTGFM 2.61% $83,315,997
SIGNAL TIMBER OPTIMA ATLAS VITAL 3KQJOR4HV WSF 5.97% $58,468,038
ELEMENT DELTA OAK PEAK CAPITAL GMO2DWZV4 RGERK 5.92% $39,371,124
DELTA VITAL SUMMIT FUSION TIMBER 3O4AQA4PS MDN 8.29% $46,038,677
PRIME PATHWAY BEACON ELEMENT PGCF58Y3L GPE 0.91% $60,736,891

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