CRD: 323294
Globalink Wealth Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-2023
- Office Locations
- 1
Office Locations
About Globalink Wealth Management, LLC
Globalink Wealth Management (GWM) is a U.S.-based registered investment adviser and wholly owned subsidiary of Globalink Securities. It provides integrated wealth management for global investors, including investment advisory, asset allocation, tax planning, and wealth transfer, with a focus on long-term, stable wealth growth. Client assets are custodied and cleared through Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Michael Junhua Liao
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Chief Operations Officer, President
- CRD
- #4278425
- Ownership
- Less than 5%
ZHUOLI WANG
Branch Manager, Chief Compliance Officer, SENIOR VICE PRESIDENT
- CRD
- #6296782
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL HORNG-JYH FANG
Branch Manager
- CRD
- #2679747
Hsinyeh Hsieh
Wealth Advisor
- CRD
- #7437637
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,653,616 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,653,616 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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