Global Wealth Management, Llc
- Regulatory AUM
- $246M
- Discretionary
- $219M
- Clients
- 76
- Avg AUM / client
- $3.2M
- Accounts
- 204
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $20.2M | 8.2% |
| High net worth individuals | 31 | $160M | 65.2% |
| Pension and profit sharing plans | 5 | $27.3M | 11.1% |
| Charitable organizations | 4 | $16.5M | 6.72% |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | 3 | $7.6M | 3.08% |
| Insurance companies | 2 | $13.8M | 5.62% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 1 | $153K | 0.06% |
| Other | Fewer than 5 clients | — | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ram Kolluri | Member | CFP | Jan 2017 (10y) | 10% – 25% |
| Geoghan, William, Austin | Trustee Martin Tuchman Revocable Trust | Oct 2017 (9y) | GP / trustee / elected manager of Martin Tuchman Revocable Trust (indirect) | |
| Gross, Richard, Warren | Trustee Martin Tuchman Revocable Trust | Oct 2017 (9y) | GP / trustee / elected manager of Martin Tuchman Revocable Trust (indirect) | |
| Sripat Pandey | Member/ President | Oct 2017 (9y) | 5% – 10% | |
| Tuchman, Martin | Trustee Martin Tuchman Revocable Trust | Oct 2017 (9y) | GP / trustee / elected manager of Martin Tuchman Revocable Trust (indirect) | |
| Edward A Graham | Cco | May 2021 (5y) | Less than 5% | |
| Ronica Sethi | Registered representative | Oct 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Martin Tuchman Revocable Trust | Member | Oct 2017 | A | 75% or more |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $279M (46% of AUM) Jun 2020
- Charles Schwab & Co. $232M (94% of AUM) Feb 2026
- Morgan Stanley $30.0M (5% of AUM) Jun 2020
- Interactive Brokers $13.8M (6% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗