RIA Intel›Advisers›Arizona›GLOBAL WEALTH PARTNERS, LLC

GLOBAL WEALTH PARTNERS, LLC

Advisory

SCOTTSDALE, AZ

Data as of Mar 17, 2024 · Source: SEC Form ADV

Average account

$75K

across 2 accounts

AUM per adviser

$75K

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2024.

Total AUM

$150K

Discretionary %

100%

Clients

2

Employees

2

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$150K

Discretionary AUM$150K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

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

ENDURANCE PRIVATE INVESTMENTS MANAGER, LLC

TUCSON, AZ

$150K

CORVUS FINANCIAL LLC

$186K

TRUE BLUE WEALTH, LLC

PHOENIX, AZ

$110K

HANNLEY, JAMES P.

$95K

COPPER SQUARE PRIVATE WEALTH, LLC

$81K

TIEBREAK ASSET MANAGEMENT, LLC

$80K

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