AUMdb

Global Hill Wealth Advisors Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 316075 · · globalhillwealth.com
☆ Save with Pro ADV data as of Apr 02, 2026
Regulatory AUM
$840K
Discretionary
$728K
Clients
6
Avg AUM / client
$140K
Accounts
9
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $840K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Mansoor Ahmad Registered representative May 2022 (4y)

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)

FormPeriodSize
Form ADV (full filing) 04/02/2026 1.17 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

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.

View current Form ADV (SEC/IAPD) ↗