Global Wealth Management

Global Wealth Management (CRD# 167025) is a financial advisory firm headquartered in Corona Del Mar, CA. They manage $3,962,016 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3334 E. Coast Hwy, #101, Corona Del Mar, CA 92625
http://www.gwmllc.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $566,002
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Global Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Raffaele Mari, financial advisor Corona Del Mar CA
Raffaele Mari
CRD#: 6166118
3334 E. Coast Hwy, #101, Corona Del Mar, CA 92625

Raffaele Mari (CRD# 6166118) is an Investment Advisor Representative working at Global Wealth Management in Corona Del Mar, CA and has 1 year 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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