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Global Wealth Management, L.c.

Global Wealth Management, L.c.. CRD 150743

Global Wealth Management, L.c. logo

CRD: 150743

Global Wealth Management, L.c.

Deerfield Beach, FL, 33441
3412015599
www.gwm-ch.com
$184.2M Total AUM
$174.9M Disc. AUM
-- 3Y CAGR
4 Employees
34 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Bank Vontobel ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Vertex
Established Date
10-09-2009
Office Locations
2

Office Locations

625 SE 10th Street Building 3 Deerfield Beach FL
Claridenstrasse 20 Zurich --

About Global Wealth Management, L.c.

Global Wealth Management, L.C. is a Miami-founded (1995) SEC-registered RIA providing bespoke discretionary portfolio management and financial advice for sophisticated investors, with a Swiss FINMA-registered subsidiary. The firm focuses on international/global portfolios and diversified allocations (including ETFs and fixed income). A key differentiator for cross-border clients is Switzerland-based custody via its Swiss platform; ownership transitioned to a Zurich holding company in 2023.

Team overview

-- AVG AGE
$92.1M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
5.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

North Vector Crest optima

Client Personas

Unison

Investment Themes

Insight Unison Pioneer

Investment Vehicles

Vector value

Services

Quantum foundation Zenith Bridge

Technology

Ember

Owner & Executives

T

THOMAS URS HEIERLI

Financial Advisor, FOUNDER, Managing Partner

CRD
#2694377
Ownership
Less than 5%
(915) 631-1804
north.vital@legacycapital.com
in linkedin.com/in/oak-signal
O

Olaf Herr

Chief Compliance Officer, Chief Executive Officer

CRD
#7818262
Ownership
Less than 5%
(756) 602-8941
crest.horizon@catalystcapital.com
in linkedin.com/in/vector-wave
F

Focus harbor

Beacon quantum pioneer

CRD
#86988
Ownership
7.0%
(929) 597-2673
frontier.north@insightcapital.com
in linkedin.com/in/meridian-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
11-20-2023
07-30-2024
11-20-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $174,920,787 $5,642,606
Non-Discretionary $9,268,531 $3,089,510
Total $184,189,318 $5,417,333

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Separately Managed Accounts

Total SMA Asset: $184,189,318

$184.2M Total SMA
Equity - Exchange:
22.3%
Corporate - Investment Grade:
12.5%
Cash:
23.3%
Other:
7.9%
Sovereign Bonds:
11.7%
U.S. Government/Agency:
22.3%
Asset class Assets Assets %
Equity - Exchange $1,057,202,490 22.3%
Corporate - Investment Grade $592,602,293 12.5%
Cash $1,104,610,673 23.3%
Other $374,524,649 7.9%
Sovereign Bonds $554,675,746 11.7%
U.S. Government/Agency $1,057,202,490 22.3%
Total $4,740,818,341 100.0%

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