AUMdb

Global Solutions Wealth Consultants Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 333858 · Austin, TX · www.gswealthconsultants.com
☆ Save with Pro ADV data as of May 12, 2025
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
1

Who they serve

Client typeClientsAUM% of AUM

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/12/2025 1.01 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: May 12, 2025.

View current Form ADV (SEC/IAPD) ↗