{"url":"https://nivawealth.com/firms/global-wealth-management-153677","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153677","regulatoryAum":245661289,"crd":"153677","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2473720","suffix":null,"lastName":"GRAHAM","firstName":"EDWARD","middleName":"A"},{"crd":"4250947","suffix":null,"lastName":"PANDEY","firstName":"SRIPAT","middleName":null},{"crd":"7380657","suffix":null,"lastName":"Sethi","firstName":"Ronica","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-18","regulatoryAum":285710124,"clients":388,"employees":4,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":288410168,"clients":301,"employees":4,"offices":1},{"filedOn":"2023-05-19","regulatoryAum":248014284,"clients":117,"employees":3,"offices":1},{"filedOn":"2024-03-11","regulatoryAum":234796634,"clients":94,"employees":3,"offices":1},{"filedOn":"2025-05-07","regulatoryAum":231149255,"clients":83,"employees":3,"offices":1},{"filedOn":"2026-02-27","regulatoryAum":245661289,"clients":76,"employees":3,"offices":1}],"secFileNumber":"801-71368","legalName":"Global Wealth Management, LLC","displayName":"Global Wealth Management","slug":"global-wealth-management-153677","website":"https://globalwealthllc.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4420 Route 27, Suite B","city":"Kingston","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08528"},"tradeNames":[],"registration":{"secApproved":"23 April 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2955889.8852459015,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":245661289,"discretionary":219218237,"discretionaryAccounts":193,"nonDiscretionary":26443052,"nonDiscretionaryAccounts":11,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":30,"regulatoryAum":20150076},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":160159207},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":27327680},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":16504751},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment advisers","clients":3,"fewerThan5":true,"regulatoryAum":7555985},{"label":"Insurance companies","clients":2,"fewerThan5":true,"regulatoryAum":13810814},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":152776},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012602","versionId":1012602,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-27","documentName":"FORM ADV, PART 2A - GWM - FEBRUARY 27, 2026","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Advanced Financial Planning Consultation Services","summary":"Negotiated fee, retainer-based or hourly, set out in a written contract with the client; 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They include 31 high-net-worth individuals, 30 individual clients, and 5 pension and profit-sharing plans.","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 Wealth Management offer?","answer":"Global Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Global Wealth Management charge?","answer":"Global Wealth Management charges 0.50%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"FORM ADV, PART 2A - GWM - FEBRUARY 27, 2026, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Global Wealth Management use?","answer":"Global Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $232M and Interactive Brokers Corp. (Greenwich, CT), with $13.8M. 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 Wealth Management have?","answer":"Global Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 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 Wealth Management invest in?","answer":"At the end of its last fiscal year, Global Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% derivatives.","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":"Who owns Global Wealth Management?","answer":"Global Wealth Management’s direct owners are Ram Kolluri (10% to 25%), Sripat Pandey (5% to 10%) and Martin Tuchman Revocable Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Wealth Management get paid?","answer":"Global 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 Wealth Management registered with the SEC?","answer":"Yes, Global Wealth Management has been registered with the SEC as an investment adviser since 23 April 2010. Its CRD number is 153677 and its SEC file number is 801-71368.","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 Wealth Management?","answer":"Global Wealth Management’s main office is at 4420 Route 27, Suite B, Kingston, NJ 08528. Its phone number is 609-452-2929. 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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."}