What departments does Global Wealth Management have?

Global Wealth Management has employees across 6 departments including Finance, Marketing, Operations, Consultant, Research.

What is the largest department at Global Wealth Management?

The largest department at Global Wealth Management is Finance with 3 employees.

Where are Global Wealth Management employees located globally?

Global Wealth Management has employees across 6 continents and 10 countries including South Africa, Singapore, India, China, United Kingdom Of Great Britain And Northern Ireland.

How has Global Wealth Management's team size changed over time?

Global Wealth Management's team has grown from approximately 34 to 64 employees based on available data.

Global Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Global Wealth Management is a financial services firm based in Fort Lauderdale, Florida, offering independent investment management. It is registered with the Securities and Exchange Commission as an investment adviser and operates without shareholder mandates, avoiding the promotion of proprietary products. The firm emphasizes a client-centric approach, delivering customized financial plans and proactively adjusting them as market conditions change.

Its service offerings include private asset management, retirement income planning, portfolio management, asset protection, income tax minimization, and risk management. Insurance services are provided separately through its affiliated entity, Global Wealth Retirement Planning. A 2025 development saw the firm expanding its footprint with a new office in Boynton Beach, Florida, signaling ongoing growth in the regional market.

Global Wealth Management Global Highlights

North America
67

United States Of America
67

Asia
8

China
4
India
3
Singapore
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
2
Romania
1
Ireland
1

South America
4

Uruguay
4

Africa
1

South Africa
1

Global Wealth Management's Leadership

J. J.
Chief Financial Officer
Mobile Phone
Email
D. R.
Vice President Of Wealth Management
Mobile Phone
Email
D. O.
Vice President Of Client Services Wealth Manager
Mobile Phone
Email
C. B.
President
Mobile Phone
Email
C. V.
Partner
Mobile Phone
Email
P. G.
Managing Director
Mobile Phone
Email
A. C.
Managing Director
Mobile Phone
Email
A. K.
Director Of Global Wealth Women
Mobile Phone
Email

Global Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Accounting
Business
Community & Social Services
Other
Entrepreneurship

Contact profiles from Global Wealth Management

Name

Title

Contact Info

Location

Last Update

S. R.
Senior Planner
Mobile Phone
Email
China
May 29, 2026
E. S.
Business Operations And Client Engagement Specialist
Mobile Phone
Email
Jun 30, 2026
T. M.
Wealth Advisor
Mobile Phone
Email
Jun 27, 2026
J. R.
Insurance Specialist
Mobile Phone
Email
Apr 13, 2026
F. G.
Financial Trader
Mobile Phone
Email
Uruguay
Nov 14, 2025
C. T.
Marketing Consultant
Mobile Phone
Email
ChinaShanghai
Jul 08, 2026
A. H.
Client Relations Assistant
Mobile Phone
Email
Oct 18, 2024
G. K.
Certified Financial Planner
Mobile Phone
Email
Jun 08, 2026
M. E.
Luxury Consultant
Mobile Phone
Email
Oct 18, 2024
F. P. N. C.
Client Researcher
Mobile Phone
Email
ChinaShanghai
Apr 16, 2026

Frequently Asked Questions

What is Global Wealth Management known for?

Global Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-417-626-****

. Explore Global Wealth Management's company overview page for more information.

What is Global Wealth Management's most common email format?

Global Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Global Wealth Management email formats with LeadIQ.

How many employees does Global Wealth Management have currently?

Global Wealth Management has approximately 72 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Global Wealth Management's key employees and leadership?

As of July 2026, Global Wealth Management's key employees include:

Chief Financial Officer: J. J.
Vice President Of Wealth Management: D. R.
Vice President Of Client Services Wealth Manager: D. O.
President: C. B.
Partner: C. V.

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Global Wealth Management Employee Directory

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