Global Wealth Management, L.c.

Global Wealth Management, L.c. (CRD# 150743) is a financial advisory firm headquartered in St. Gallen, . They manage $106,357,597 in 30 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $3,545,253
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
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.

CA, FL, TX, VT

Financial Advisors at Global Wealth Management, L.c.
Showing 1 - 3 of 3 top financial advisors.
1
Peter E. Forster
CRD#: 4950268
Miami, FL
93
Wealthminder
score

Peter Forster (CRD# 4950268) is an Investment Advisor Representative working at Global Wealth Management, L.c. in Miami, FL and has over 11 years of experience in the finance industry.

2
Thomas U. Heierli
CRD#: 2694377
Schmiedgasse 28, St. Gallen, 9004
93
Wealthminder
score

Thomas Heierli (CRD# 2694377) is an Investment Advisor Representative working at Global Wealth Management, L.c. in St. Gallen, and has over 7 years of experience in the finance industry.

3
Janine A. Kuehnis
CRD#: 6051974
Schmiedgasse 28, St. Gallen, 9004
90
Wealthminder
score

Janine Kuehnis (CRD# 6051974) is an Investment Advisor Representative working at Global Wealth Management, L.c. in St. Gallen, and has over 4 years of experience in the finance industry.

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