Global Wealth Management, LLC

Global Wealth Management, LLC (CRD# 153677) is a financial advisory firm headquartered in Princeton, NJ. They manage $195,881,301 in 408 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $480,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CT, FL, GA, MD, NC, NJ, NY, PA

Financial Advisors at Global Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tim Kingston
CRD#: 4606266
300 Alexander Park,, Suite 206, Princeton, NJ 08540
96
Wealthminder
score

Tim Kingston (CRD# 4606266) is an Investment Advisor Representative working at Global Wealth Management, LLC in Princeton, NJ and has over 13 years of experience in the finance industry. Tim Kingston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ram [. Kolluri
CRD#: 707814
300 Alexander Park,, Suite 206, Princeton, NJ 08540
96
Wealthminder
score

Ram Kolluri (CRD# 707814) is an Investment Advisor Representative working at Global Wealth Management, LLC in Princeton, NJ and has over 35 years of experience in the finance industry. Ram Kolluri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lino Deangelis
CRD#: 5085579
300 Alexander Park,, Suite 206, Princeton, NJ 08540
90
Wealthminder
score

Lino Deangelis (CRD# 5085579) is an Investment Advisor Representative working at Global Wealth Management, LLC in Princeton, NJ and has 1 year of experience in the finance industry. Lino Deangelis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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