# Global Wealth Advisors

Global Wealth Advisors is a Bank / Wealth / Trust based in Troy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Troy, United States
- **Region:** North America
- **Address:** Troy, MI, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** gwallc.com
- **LinkedIn:** https://www.linkedin.com/company/global-wealth-llc

## About

Founded in 2006 and headquartered in Troy, Michigan, Global Wealth Advisors functions as a registered investment adviser. The firm's core clientele spans individuals, high-net-worth families, and businesses. It operates under the regulatory umbrella of the SEC, which mandates a fiduciary standard distinct from the suitability standard governing broker-dealers. Global Wealth Advisors provides investment management and portfolio management services. While the firm does not publicly disclose its precise asset allocation or total assets under management, its RIA structure typically allows for direct indexing, tax-loss harvesting, and customized fixed-income ladders. A public record of specific named portfolio holdings or co-investment activity is not maintained, consistent with many privately held advisory practices of its size. As a lean wealth management practice, the firm's scale is measured by client relationships rather than total headcount or global office footprint. No adjacent operating businesses, sponsored funds, or philanthropic vehicles are publicly associated with the firm. Recent regulatory filings maintain the firm's standing as an active RIA, though no operational events, promotions, or capital raises have been captured by the financial press in the last twenty-four months. Global Wealth Advisors is structurally differentiated by its adherence to the 1940 Investment Advisers Act. This legal framework legally obligates the firm to place client interests ahead of its own, a governance structure that separates it from commission-based financial sales models. Without public AUM figures, the firm's scale and internal succession plan remain opaque to outside observers.

## Sectors

- Wealth Management

## Questions

### Is Global Wealth Advisors a fiduciary?

Yes. As a registered investment adviser regulated by the SEC, Global Wealth Advisors is bound by the fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally obligated to act in the best interests of its clients and must disclose any material conflicts of interest, a structural difference from broker-dealers who operate under a suitability standard.

### Does Global Wealth Advisors disclose its assets under management?

No. Global Wealth Advisors does not publicly report its regulatory assets under management, and no independent financial publication has published a verified figure. Many smaller RIAs continue to operate as privately held practices, reporting AUM exclusively to the SEC in Form ADV without publishing that number on their website or in press materials.

## Related profiles

- [Global View Investment Advisors](https://altss.com/profile/global-view-investment-advisors)
- [Global Wealth Builders](https://altss.com/profile/global-wealth-builders)

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Updated: 2026-08-11T02:43:31.692Z

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