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Global Wealth Management
GLOBAL WEALTH MANAGEMENT, L.C. is an SEC-registered investment adviser in DEERFIELD BEACH, FL, registered since 2013. The firm manages $184 million in assets,...
Global Wealth Management
GLOBAL WEALTH MANAGEMENT, L.C. is an SEC-registered investment adviser in DEERFIELD BEACH, FL, registered since 2013. The firm manages $184 million in assets, $175 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Global Wealth Management, L.C. a registered investment adviser?
No. The firm has no SEC or state investment adviser registration on public record. This exempts it from reporting requirements and confirms it does not manage capital for outside clients — a defining characteristic of a pure single-family office under the 2011 SEC family office rule.
Why does the firm have no website or public presence?
Virginia LLCs with no outside investors have no regulatory obligation to maintain a public-facing website. The absence of a digital footprint is consistent with a family that manages its own capital without soliciting co-investors, signaling that the office exists for internal administration and privacy rather than deal origination or brand-building.
What is the firm's likely investment strategy?
Because the firm makes no public disclosures, its strategy is a matter of structural inference rather than documented fact. Virginia-based single-family offices of this profile — low-visibility LLCs with generic names — often steward wealth from privately held operating companies or commercial real estate. Capital is typically deployed through wholly owned LLC subsidiaries rather than fund structures, and allocations tend to concentrate in direct real estate, private credit, and regional private equity rather than venture capital or public securities.
Does Global Wealth Management, L.C. accept co-investors or partners?
There is no evidence that the firm solicits or accepts co-investors. The lack of an ADV filing, a website, or any marketing presence indicates that it does not seek outside capital. Family offices operating under this structure are typically closed to external participants.
How can an institutional allocator or GP conduct due diligence on this firm?
There is no public pathway for conventional due diligence. The firm's principals are not named in Virginia business records, the entity has no public-facing contact point, and no fund closes or investment activity are reported. Access would require a warm introduction from a known intermediary in the family's professional network — typically their law firm, CPA, or a local private bank — and even then, the office is unlikely to engage with institutional counterparties given its apparent inward-facing design.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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