Wei Pan has been an investment adviser representative at Global Trust Asset Management since December 2025, and is not listed among the firm’s executive officers or direct owners. Wei Pan holds an M.S. in Accounting from Florida State University. Wei Pan studied Sichuan International Studies University at China.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Wei Pan is Advisor of Global Trust Asset Management, LLC. Wei Pan's primary focus is serving businesses, trusts, individuals and high-net-worth clients. Wei Pan specializes in tax compliance, representation before taxing authorities, tax planning, estate and retirement planning, and the preparation of tax returns, and also advises clients on investment allocations and overall financial planning.
- Global TrustCurrent– present · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 143120
Professional designations
Listed by Global Trust Asset Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Wei Pan is registered as an investment adviser representative in Florida, since December 2025.
- FloridaSince 9 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8192474
- Firm
- Global Trust Asset Management · CRD 143120
- Office
- 11300 U.S. HIGHWAY 1, SUITE 600, Palm Beach Gardens, FL 33408
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gbltrust.com
Where does Wei Pan work?
Wei Pan is an investment adviser representative registered through Global Trust Asset Management, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Wei Pan a financial advisor?
Yes. Wei Pan has a current investment-adviser registration in Florida, through Global Trust Asset Management since December 2025.
How many years of experience does Wei Pan have?
Wei Pan has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Wei Pan passed?
Wei Pan passed the Series 65 in December 2025.
Where is Wei Pan based?
Wei Pan’s registered office is in Palm Beach Gardens, FL.
Is Wei Pan registered with FINRA?
No. Wei Pan has no current broker registration.
How can I verify Wei Pan’s record?
Search CRD 8192474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wei Pan’s full registration record.
