GLOBAL WEALTH MANAGEMENT, L.C.
SEC file number 801-77847
· DEERFIELD BEACH, FL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$124.6M
Discretionary AUM
$115M
Employees
3
Clients
—
Firm
- Address
- 625 SE 10TH STREET
DEERFIELD BEACH, FL 33441 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Apollo Global Management, Inc. Medium name-match confidence · CIK 1858681 · NY
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- Cornerstone Global Management, Inc. Medium name-match confidence · CIK 1954387 · TN
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- LIMA Global Investment Management, Inc. Medium name-match confidence · CIK 2160954 · CO
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LIMA Global Investment Management, Inc. · D · Oct 20, 2026$100M
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Apollo Global Management, Inc. · D/A · Aug 25, 2026
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Apollo Global Management, Inc. · D/A · Aug 29, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M