SP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
83 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$231.1M
Fee Structure
This document does not contain any fee information. Please contact Global Wealth Management directly at (609) 452-2929 for details on their fees.
Areas of Practice
Investment Management
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Advisor Information
Office location
4420 Route 27, Suite B, Kingston, NJ, 08528
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sripat is on the board of RBD Real Estate Inc. and some of its subsidiaries, Quintype Technologies Inc., and BK Media Inc. in advisory roles. He dedicates minimal time to each of these activities and owns a small stake in Quintype Technologies Inc.
Employment History
Current Registrations
Satva Advisors LLC
June 2025 - Present · 7 mos
Global Wealth Management, LLC
April 2018 - Present · 7 yrs 9 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.