Global Wealth Consultants, LLC

Global Wealth Consultants, LLC (CRD# 144221) is a financial advisory firm headquartered in Naples, FL. They manage $108,154,000 in 260 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $415,977
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, PA

Financial Advisors at Global Wealth Consultants, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William J. Oconnor
CRD#: 3175211
8955 Fontana Del Sol Way, Naples, FL 34109
93
Wealthminder
score

William Oconnor (CRD# 3175211) is an Investment Advisor Representative working at Global Wealth Consultants, LLC in Naples, FL and has over 15 years of experience in the finance industry.

2
Richard L. Swope
CRD#: 3231799
8955 Fontana Del Sol Way, Naples, FL 34109
93
Wealthminder
score

Richard Swope (CRD# 3231799) is an Investment Advisor Representative working at Global Wealth Consultants, LLC in Naples, FL and has over 9 years of experience in the finance industry.

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