Global Trust Wealth Management Llc
- Regulatory AUM
- $214M
- Discretionary
- $205M
- Clients
- 91
- Avg AUM / client
- $2.3M
- Accounts
- 292
- Employees
- 5
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) | 45 | $10.4M | 4.87% |
| High net worth individuals | 43 | $203M | 94.8% |
| Charitable organizations | 1 | $676K | 0.32% |
| Corporations and other businesses | 2 | $3.3K | 0.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Thomas Holt | Chief Compliance Officer/President | Personal Financial Specialist | Sep 2024 (2y) | Less than 5% |
| Ryan Michael Shore | Registered representative | CFP | Nov 2024 (2y) | |
| Shawn Michael Teufel | Registered representative | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Holt Family Office, Inc | Managing Member | Sep 2024 | A | 75% or more |
Undisclosed: 0% – 25% 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 | 904 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $171M (80% of AUM) Feb 2026
- Charles Schwab & Co. $42.2M (20% of AUM) Feb 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗