Global Wealth Management Investment Advisory, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 286005
· SEC file 801-110227
· Fort Lauderdale, FL
· WWW.ASKGLOBALWEALTH.COM
☆ Save with Pro
ADV data as of Mar 27, 2026
- Regulatory AUM
- $723M
- Discretionary
- $723M
- Clients
- 1,667
- Avg AUM / client
- $434K
- Accounts
- 3,687
- Employees
- 42
AUM over time
$0
$723M
Dec 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,472 | $401M | 55.4% |
| High net worth individuals | 154 | $305M | 42.2% |
| Pension and profit sharing plans | 39 | $13.7M | 1.9% |
| Corporations and other businesses | 2 | $3.6M | 0.5% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Costa, Andrew, Montgomery | Ceo | Feb 2017 (10y) | 50% – 75% | |
| John Stanley Thomas | Cio | CFA | Feb 2017 (10y) | Less than 5% |
| Christopher Grant Conness | Director | May 2017 (9y) | 50% – 75% | |
| Torian Johnson | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Gregg Kleinman | Registered representative | CFP | Aug 2022 (4y) | |
| Charles James Bosanac | Registered representative | Aug 2022 (4y) | ||
| Tyler Adam Morales | Registered representative | Dec 2023 (3y) | ||
| Christian Avila | Registered representative | Feb 2024 (2y) | ||
| David Olsen | Registered representative | Jan 2025 (2y) | ||
| Devin T Rountree | Registered representative | Jul 2025 (1y) | ||
| Christopher Bell | Registered representative | Jul 2025 (1y) | ||
| Kurt Edward Stahl | Registered representative | CFP | Aug 2025 (1y) | |
| Ivan Minkov | Registered representative | Apr 2026 (0y) | ||
| Brian Campanile | Registered representative | CFP | Apr 2026 (0y) | |
| Jeremiah Todd Szpilka | Registered representative | Apr 2026 (0y) | ||
| Dylan Clyde Smith | Registered representative | Apr 2026 (0y) | ||
| Michael Haupert | Registered representative | May 2026 (0y) |
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) | 03/27/2026 | 1.06 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $683M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗