Global Wealth Management, LLC

Global Wealth Management, LLC (CRD# 153677) is a financial advisory firm headquartered in Kingston, NJ. They manage $234,796,634 in 249 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4420 Route 27, Suite B, Kingston, NJ 08528
https://www.globalwealthllc.com
By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $942,958
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NJ, NY, PA, TX, VA

Financial Advisors at Global Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward Graham, financial advisor Kingston NJ
Edward A. Graham
CRD#: 2473720
4420 Route 27, Suite B, Kingston, NJ 08528

Edward Graham (CRD# 2473720) is an Investment Advisor Representative working at Global Wealth Management, LLC in Kingston, NJ and has over 5 years of experience in the finance industry.

2
Sripat Pandey, financial advisor Kingston NJ
Sripat Pandey
CRD#: 4250947
4420 Route 27, Suite B, Kingston, NJ 08528

Sripat Pandey (CRD# 4250947) is an Investment Advisor Representative working at Global Wealth Management, LLC in Kingston, NJ and has over 11 years of experience in the finance industry.

3
Ronica Sethi, financial advisor Kingston NJ
Ronica Sethi
CRD#: 7380657
4420 Route 27, Suite B, Kingston, NJ 08528

Ronica Sethi (CRD# 7380657) is an Investment Advisor Representative working at Global Wealth Management, LLC in Kingston, NJ and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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