Global Wealth Management, L.c.

Global Wealth Management, L.c. (CRD# 150743) is a financial advisory firm headquartered in Zürich, . They manage $120,270,573 in 36 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $3,340,849
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Global Wealth Management, L.c.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas U. Heierli
CRD#: 2694377
Schmiedgasse 28, 1st Floor, St. Gallen, 9004

Thomas Heierli (CRD# 2694377) is an Investment Advisor Representative working at Global Wealth Management, L.c. in St. Gallen, and has over 14 years of experience in the finance industry.

2
Olaf Herr
CRD#: 7818262
Claridenstrasse 20, Zürich, 8002

Olaf Herr (CRD# 7818262) is an Investment Advisor Representative working at Global Wealth Management, L.c. in Zürich, and has 1 year of experience in the finance industry.

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