DR
View SEC Summary

Firm Information

Global Wealth Management Investment Advisory, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,382 clients
Average Client Portfolio
$383K average
Assets Under Management
$529.1M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $10,000
Hourly Rate:$300 - $500/hr

Financial planning fees range from $500 to $10,000 for full services, depending on complexity. Modular services are billed hourly at $300-$500 per hour. On-going financial planning services range from $500 - $10,000 per year, billed quarterly in advance. Workshops are complimentary. GWMIA may waive the fee for financial planning or consulting services for clients currently receiving asset management services from GWMIA for an asset management fee.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

4101 W Commercial Blvd, Tamarac, FL, 33319

Get directions
Regulatory 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 →
Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
July 2025 - Present · 6 mos
Madison Avenue Securities, LLC Broker
June 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
November 2022 - June 2025 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC Broker
November 2022 - June 2025 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - November 2022 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2015 - November 2022 · 7 yrs 2 mos
Morgan Stanley
February 2013 - September 2015 · 2 yrs 7 mos
Morgan Stanley Broker
February 2013 - September 2015 · 2 yrs 7 mos
AXA Advisors, LLC
November 2008 - December 2012 · 4 yrs 1 mo
AXA Advisors, LLC Broker
October 2008 - December 2012 · 4 yrs 2 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.