RIA Intel›Advisers›Colorado›GLOBAL WEALTH, LLC

GLOBAL WEALTH, LLC

Advisory

CO

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account
$185K
across 97 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM
$18M
Discretionary %
100%
Clients
50
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

GREEN MOUNTAIN PLANNING
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RUCKEL, HORACE ANTHONY
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QRIA, INC.
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QUANTITATIVE EQUITY STRATEGIES, LLC
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$18M
-83.4% 1Y
LEGIONCE INVESTMENT ADVISORS, INC.
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$18M
-2.5% 1Y
CAIRN FINANCIAL ADVISORS, LLC
$18M

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