CRD: 153677
Global Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2010
- Office Locations
- 1
Office Locations
About Global Wealth Management, LLC
Global Wealth Management, LLC is a New Jersey-based RIA serving retail and institutional clients, including entrepreneurs, with comprehensive wealth management. The firm provides financial planning, asset management, tax and estate planning, insurance planning, and business-succession support. Portfolios emphasize asset allocation and risk management using public funds, mutual funds, ETFs and fixed income, with real estate exposure as needed. Uses Orion/Orion Portfolio Solutions and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RAM KOLLURI
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #707814
- Ownership
- 10% but less than 25%
SRIPAT PANDEY
Chief Investment Officer, President
- CRD
- #4250947
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Ronica Sethi
Vice President
- CRD
- #7380657
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,218,237 | $1,135,846 |
| Non-Discretionary | $26,443,052 | $2,403,914 |
| Total | $245,661,289 | $1,204,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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