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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2010
- Office Locations
- 1
Office Locations
About Global Wealth Partners, LLC
GLOBAL WEALTH PARTNERS, LLC is a Scottsdale, AZ-based retail advisory firm (CRD 150481). Available profile data indicates it primarily manages SMA portfolios with a heavy ETF allocation (95%) and some derivatives use, custodied at Interactive Brokers. The firm’s website is currently private, so additional service and client-focus details aren’t available from the site content provided.
Team overview
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Owner & Executives
AMRISH C MATHUR
MANAGING DIRECTOR, President
- CRD
- #5680995
- Ownership
- Less than 5%
RAMNEEK CHAND MATHUR
Associate Broker, Chief Compliance Officer
- CRD
- #5562094
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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