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They include 45 individual clients, 43 high-net-worth individuals, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global Trust Wealth Management offer?","answer":"Global Trust Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Global Trust Wealth Management charge?","answer":"Global Trust Wealth Management charges up to 1.25% a year for its Asset Management Services. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000.","source":"GLOBAL TRUST WEALTH MANAGEMENT LLC ADV PART 2, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Global Trust Wealth Management use?","answer":"Global Trust Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $171M and Charles Schwab & Co., Inc. (Westlake, TX), with $42.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Global Trust Wealth Management have?","answer":"Global Trust Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Trust Wealth Management invest in?","answer":"At the end of its last fiscal year, Global Trust Wealth Management’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 8% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Global Trust Wealth Management have a minimum investment?","answer":"Yes, Global Trust Wealth Management’s minimum account size for its Asset Management Services is $500K.","source":"GLOBAL TRUST WEALTH MANAGEMENT LLC ADV PART 2, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Global Trust Wealth Management?","answer":"Global Trust Wealth Management’s direct owners are Holt Family Office, Inc (75% or more), Shawn Teufel (5% to 10%) and Ryan Shore (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Trust Wealth Management get paid?","answer":"Global Trust Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Global Trust Wealth Management registered with the SEC?","answer":"Yes, Global Trust Wealth Management has been registered with the SEC as an investment adviser since 4 November 2024. Its CRD number is 333458 and its SEC file number is 801-131384.","source":"Form ADV Part 1A, Item 1, filed 27 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Global Trust Wealth Management?","answer":"Global Trust Wealth Management’s main office is at 515 N. Flagler Drive, Ste 1700, West Palm Beach, FL 33401. Its phone number is 561-207-9696. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}