Anita Zuellig is not listed as a control person, but directly owns under 5% of Global Wealth Management, L.C.
Global Wealth Management, L.C. is an investment adviser based in Deerfield Beach, FL, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $184 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8067297
- Firm
- Global Wealth Management, L.C. · CRD 150743
- Role
- Chief Compliance Officer
- In role since
- January 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Deerfield Beach, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Anita Zuellig work?
Anita Zuellig has been Chief Compliance Officer of Global Wealth Management, L.C. since January 2025.
How can I verify Anita Zuellig’s record?
Anita Zuellig’s role is listed on Global Wealth Management, L.C.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 150743.