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Silvan Notzli

CIO/Head Portfolio Management at Global Wealth Management, L.C.

Firm officerUpdated

Silvan Notzli has been CIO/Head Portfolio Management of Global Wealth Management, L.C., a Deerfield Beach, FL investment adviser managing $184M, since October 2023.

3
Years in role
$184M
Firm AUM
34
Firm clients
2
Firm advisers

From Form ADV filed 31 March 2026Form ADV

Career

Silvan Notzli is a control person of Global Wealth Management, L.C. and directly owns under 5% of it.

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.

Key facts

CRD
7827676
Role
CIO/Head Portfolio Management
In role since
October 2023 · 3 years
Control person
Yes
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

Common questions

Where does Silvan Notzli work?

Silvan Notzli has been CIO/Head Portfolio Management of Global Wealth Management, L.C. since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

How can I verify Silvan Notzli’s record?

Silvan Notzli’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.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Global Wealth Management, L.C.

Sources

  1. IAPD individual lookup, CRD 7827676, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Global Wealth Management, L.C., filed 31 March 2026. Title, control and ownership bands.